AUMdb

Atlas Oil Company 401(k) Plan

Sponsored by Atlas Oil Company · EIN 383225417 · Plan #001

Total assets
$15.4M
Net assets
$15.4M
Active participants
311
With balances
416

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
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $89,569
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0
Wells Fargo Clearing Svcs (Wf Advs) Investment advisory (plan), Other fees $0