Eau Claire Co Op Oil Company 401(k) Plan
Sponsored by Eau Claire Cooperative Oil Company · EIN 390255640 · Plan #002
- Total assets
- $46.2M
- Net assets
- $46.2M
- Active participants
- 148
- With balances
- 179
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Orgel Wealth Management, Llc CRD 168219 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $75,370 |
| Empower Annuity Ins Co Of America | Investment advisory (plan), Consulting fees | $42,605 |
| Orgel Wealth Management, Llc | Investment advisory (plan), Consulting fees | $40,998 |