AUMdb

Oil Changer, Inc. 401(k) Plan

Sponsored by Oil Changer, Inc. · EIN 680031624 · Plan #001

Total assets
$10.7M
Net assets
$10.7M
Active participants
1,153
With balances
192

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
Moneta Group Investment Advisors, Llc CRD 104727 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $36,326
Moneta Group Investment Advisors Investment advisory (plan) $18,423