AUMdb

Elmer Smith Oil Co., Inc. Employees' Profit Sharing Plan

Sponsored by Elmer Smith Oil Company · EIN 730957873 · Plan #001

Total assets
$14.3M
Net assets
$14.3M
Active participants
189
With balances
193

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
Argent Retirement Plan Advisors, Llc CRD 165031 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $57,005
Lbmc, Pc Accounting, Direct payment from the plan $15,100
Argent Retirement Plan Advisors Llc Investment advisory (plan), Other fees $0
Employee Benefits Group, Llc Contract administrator $0