Wilson Oil, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Wilson Oil, Inc. · EIN 910873302 · Plan #002
- Total assets
- $30.4M
- Net assets
- $30.4M
- Active participants
- 355
- With balances
- 449
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 |
|---|---|---|
| Anderson & Anderson Advisory Llc | Investment advisory (plan) | $62,325 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $50,124 |
| Leafhouse Financial Advisors, Llc | Investment advisory (plan) | $11,330 |