Crimson Oak Grove Resources, Llc Hourly Savings Plan
Sponsored by Crimson Oak Grove Resources, Llc · EIN 851222574 · Plan #001
- Total assets
- $12.7M
- Net assets
- $12.7M
- Active participants
- 381
- With balances
- 431
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $29,453 |
| Cbiz Investment Advisory Services | Investment advisory (plan), Direct payment from the plan | $18,480 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |