Crimson Oak Grove Resources, Llc Retirement 401(k) Savings Plan
Sponsored by Crimson Oak Grove Resources, Llc · EIN 851222574 · Plan #002
- Total assets
- $11.3M
- Net assets
- $11.3M
- Active participants
- 171
- With balances
- 155
Plan year beginning 09/16/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Cbiz Investment Advisory Services, Llc CRD 286002 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz Investment Advisor Services Ll | Investment advisory (plan), Direct payment from the plan | $12,718 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $5,036 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |
| Charles Schwab & Co, Inc. | Securities brokerage, Securities brokerage commissions | $0 |