Kern Oil & Refining Co. Profit Sharing Plan
Sponsored by Kern Oil & Refining Co. · EIN 330011506 · Plan #002
- Total assets
- $25.9M
- Net assets
- $25.9M
- Active participants
- 181
- With balances
- 205
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 |
|---|---|---|
| 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 | $60,821 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |