AUMdb

Samson Tug And Barge, Inc. 401(k) Plan

Sponsored by Samson Tug And Barge, Inc. · EIN 920024676 · Plan #003

Total assets
$8.4M
Net assets
$8.4M
Active participants
104
With balances
147

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
Northwestern Mutual Mgmt Co Investment advisory (participants), Investment advisory (plan) $31,728
Northwest Plan Services Recordkeeping, Distribution (12b-1) fees, Recordkeeping fees $18,251
Charles Schwab Trust Bank Custodial (securities), Direct payment from the plan $3,369