Kern Oil & Refining Company Pension Plan
Sponsored by Kern Oil & Refining Company · EIN 330011506 · Plan #001
- Total assets
- $16.3M
- Net assets
- $16.3M
- Active participants
- 189
- With balances
- 231
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $42,638 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |