Coleman Oil Company 401(k) Plan
Sponsored by Coleman Oil Company, Llc · EIN 820321932 · Plan #001
- Total assets
- $13.0M
- Net assets
- $13.0M
- Active participants
- 290
- With balances
- 179
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Financial Network | Investment advisory (plan), Direct payment from the plan | $41,592 |
| Ascensus Llc | Recordkeeping fees, Other fees, Recordkeeping | $22,526 |
| Clifton Larson Allen Llp | Accounting, Direct payment from the plan | $13,755 |