AUMdb

Bluewater Energy, Inc. 401 (K) Plan

Sponsored by Bluewater Energy, Inc. · EIN 453625898 · Plan #001

Total assets
$8.4M
Net assets
$8.3M
Active participants
154
With balances
112

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Tri Ad Actuaries, Inc. Contract administrator, Recordkeeping, Participant loan processing $21,486
Charles Schwab Trust Company Custodial (securities), Trustee (directed), Securities brokerage $1,986