AUMdb

The Chase Group 401(k) Plan

Sponsored by Chase Petroleum Services & Supply, Llc. · EIN 204072723 · Plan #001

Total assets
$26.6M
Net assets
$26.6M
Active participants
180
With balances
366

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
Lincoln National Corporation Contract administrator $26,017
Gallagher Benefit Services Investment advisory (plan) $7,950