AUMdb

Pcia 401(k) Plan

Sponsored by Petrochina International (America), Inc. · EIN 200458363 · Plan #001 · Houston, TX

Total assets
$19.9M
Net assets
$19.9M
Active participants
89
With balances
126

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
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Morgan Stanley Smith Barney Llc Investment advisory (participants) $56,775
Strategic Advisors, Inc. Investment advisory (plan) $5,547
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $100