AUMdb

Citation Oil & Gas Corp. Retirement Savings Plan

Sponsored by Citation Oil & Gas Corp. · EIN 742163444 · Plan #001

Total assets
$99.9M
Net assets
$99.9M
Active participants
496
With balances
607

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
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Lincoln National Corporation Contract administrator $131,383
Creative Planning, Llc Investment advisory (plan) $75,106