Moyle Petroleum Company Profit Sharing And 401(k) Plan
Sponsored by Moyle Petroleum Company · EIN 460253801 · Plan #001
- Total assets
- $10.6M
- Net assets
- $10.5M
- Active participants
- 231
- With balances
- 316
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 |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alerus Financial, N.A. | Recordkeeping, Trustee (directed), Recordkeeping fees | $27,797 |
| Rbc Wealth Management | Investment advisory (plan), Investment management fees (indirect) | $18,243 |