Preston Pipelines, Inc. Profit Sharing Plan
Sponsored by Preston Pipelines Inc. Dba Preston Companies · EIN 942508467 · Plan #002
- Total assets
- $24.9M
- Net assets
- $24.9M
- Active participants
- 152
- With balances
- 214
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 |
|---|---|---|
| Jensen Financial Services, Inc. CRD 135984 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $46,590 |
| Jensen Financial Services Inc | Investment advisory (plan) | $39,067 |