AUMdb

Kaiser Francis Oil Company Retirement Income Plan

Sponsored by Kaiser Francis Oil Company · EIN 731006655 · Plan #003

Total assets
$116M
Net assets
$116M
Active participants
320
With balances
464

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
Bokf Na Custodial (securities), Trustee (institutional), Trustee (directed) $9,157