Calfrac Well Services Corp. 401 K Plan And Trust
Sponsored by Calfrac Well Services Corp. · EIN 841591738 · Plan #001
- Total assets
- $50.6M
- Net assets
- $50.6M
- Active participants
- 733
- With balances
- 1,187
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $132,077 |
| Creative Planning Llc | Consulting (general), Insurance brokerage commissions | $67,065 |
| Bdo Usa, P.C. | Accounting, Direct payment from the plan | $35,000 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |