Tri Gas & Oil Co., Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Tri Gas & Oil Co. Inc. · EIN 520784971 · Plan #002
- Total assets
- $10.8M
- Net assets
- $10.8M
- Active participants
- 266
- With balances
- 289
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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| American Fundstars Financial Group Llc CRD 315860 | fuzzy_auto · 96% | 2024 |
| Dimensional Fund Advisors Lp CRD 106482 | fuzzy_auto · 94% | 2024 |
| The Vanguard Group, Inc. CRD 105958 | fuzzy_auto · 94% | 2024 |
| Blackrock Fund Advisors CRD 105247 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T. Rowe Price Rps, Inc. | Recordkeeping, Trustee (institutional), Trustee (directed) | $63,850 |
| American Funds | Investment management, Shareholder servicing fees | $0 |
| Prudential Funds | Investment management, Shareholder servicing fees | $0 |
| Dimensional Funds | Investment management, Shareholder servicing fees | $0 |
| Tiaa Cref Funds | Investment management, Shareholder servicing fees | $0 |
| Vanguard Group Funds | Investment management, Shareholder servicing fees | $0 |
| Blackrock Funds | Investment management, Shareholder servicing fees | $0 |
| Janus Funds | Investment management, Shareholder servicing fees | $0 |
| Invesco Funds | Investment management, Shareholder servicing fees | $0 |
| Pimco Funds | Investment management, Shareholder servicing fees | $0 |
| Fidelity Funds | Investment management, Shareholder servicing fees | $0 |