Sayle Oil Management Company, Llc 401(k) Profit Sharing Trust
Sponsored by Sayle Oil Management Company, Llc · EIN 260880037 · Plan #001
- Total assets
- $4.5M
- Net assets
- $4.5M
- Active participants
- 160
- With balances
- 103
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James And Assoicates Inc | Investment advisory (plan), Direct payment from the plan | $14,791 |
| Cpi Qualified Plan Consultants, Inc | Recordkeeping, Consulting (pension), Participant loan processing | $14,112 |