AUMdb

Gravity Retirement Plan

Sponsored by Gravity Oilfield Services, Llc · EIN 811267443 · Plan #002

Total assets
$39.3M
Net assets
$39.3M
Active participants
347
With balances
824

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
Prime Capital Investment Advisors, Llc CRD 288712 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $130,976
Prime Capital Investment Advisors Investment advisory (plan) $31,500
Strategic Advisors, Inc. Investment advisory (plan) $11,657