AUMdb

Andretti Petroleum Group Retirement Savings Plan

Sponsored by Andretti Group · EIN 814893805 · Plan #001

Total assets
$36.1K
Net assets
$36.1K
Active participants
2
With balances
4

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
Perennial Investment Advisors, Llc CRD 286477 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
John Hancock Recordkeeping, Participant loan processing, Float revenue $33,152
Perennial Investment Advisors, Llc Investment advisory (plan) $23,627
Cliftonlarsonallen Llp Accounting $6,125