AUMdb

Wolverine Fuels Holding, Llc 401(k) Plan

Sponsored by Wolverine Fuels, Llc · EIN 200469162 · Plan #002

Total assets
$89.1M
Net assets
$89.1M
Active participants
930
With balances
1,130

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Global Retirement Partners Llc Consulting (general) $81,547
Strategic Advisors, Inc. Investment advisory (plan) $48,010
Coulter & Justus Pc Accounting $15,000
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$148,377