Waring Oil Company, Llc Retirement Savings Plan
Sponsored by Waring Oil Company, Llc · EIN 201752080 · Plan #002
- Total assets
- $16.7M
- Net assets
- $16.7M
- Active participants
- 150
- With balances
- 156
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 |
|---|---|---|
| Magnolia Capital Advisors Llc CRD 298398 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $29,599 |
| Magnolia Capital Advisors Llc | Investment advisory (plan) | $24,329 |
| Raymond James | Investment advisory (plan) | $13,664 |
| Empower Advisory Group, Llc | Investment management | $8,757 |
| Leafhouse Financial Advisors, Llc | Other fees | $2,089 |