AUMdb

Petroleum Experience, Inc. 401 K Profit Sharing Plan

Sponsored by Petroleum Experience, Inc. · EIN 450348856 · Plan #001

Total assets
$19.2M
Net assets
$19.2M
Active participants
44
With balances
109

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
Bravera Wealth Trustee (institutional), Recordkeeping, Participant loan processing $96,496