Petro 49, Inc. Profit Sharing And 401(k) Plan
Sponsored by Petro 49, Inc. · EIN 920037645 · Plan #001 · Anchorage, AK
- Total assets
- $35.4M
- Net assets
- $35.4M
- Active participants
- 441
- With balances
- 319
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 |
|---|---|---|
| Human Investing, Llc CRD 133017 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $53,865 |
| Human Investing | Investment advisory (plan) | $46,763 |