AUMdb

Big West Oil Company Union 401(k) Plan

Sponsored by Big West Oil Company, Llc · EIN 870616982 · Plan #006

Total assets
$21.5M
Net assets
$21.5M
Active participants
123
With balances
145

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $21,785
Resources Investment Advisors, Inc. Consulting (general), Direct payment from the plan $9,376