Irving Usa Employees 401 K Plan
Sponsored by Irving Oil Terminals Inc. · EIN 043430664 · Plan #001
- Total assets
- $81.0M
- Net assets
- $81.0M
- Active participants
- 725
- With balances
- 968
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 |
|---|---|---|
| Guidance Point Retirement Services, Llc CRD 161000 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Guidance Point Ret Services, Llc | Investment advisory (plan), Direct payment from the plan | $31,500 |
| Baker Newman Noyes | Accounting, Direct payment from the plan | $3,900 |
| Milliman, Inc. | Recordkeeping, Copying and duplicating, Participant loan processing | $1,428 |
| Charles Schwab Trust Bank | Custodial (securities), Shareholder servicing fees | $0 |