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Holtzman Oil Corp. 401(k) Profit Sharing Plan

Sponsored by Holtzman Oil Corp. · EIN 540912077 · Plan #001

Total assets
$37.0M
Net assets
$37.0M
Active participants
353
With balances
401

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
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $3,100