AUMdb

Greeneville Oil & Petroleum, Inc. 401(k) Profit Sharing Plan

Sponsored by Greeneville Oil & Petroleum, Inc. · EIN 621552776 · Plan #002 · Greeneville, TN

Total assets
$4.4M
Net assets
$4.4M
Active participants
159
With balances
117

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
Osaic Advisory Services, Llc CRD 171070 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Osaic Advisory Services Llc Investment advisory (plan) $13,005
Erisa Services Inc Contract administrator $9,762
Empower Annuity Insurance Company O Recordkeeping fees $6,845
Empower Advisory Group, Llc Investment management $1,020