Speedway Retirement Plan
Sponsored by Marathon Petroleum Company Lp · EIN 311537655 · Plan #007
- Total assets
- $124M
- Net assets
- $124M
- Active participants
- 61
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Blackrock Financial Management, Inc CRD 107105 | deterministic · 100% | 2024 |
| R.V. Kuhns & Associates, Inc. CRD 18005 | fuzzy_auto · 97% | 2024 |
| Hamilton Lane Advisors, L.L.C. CRD 107876 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Blackrock Financial Management, Inc | Investment management, Direct payment from the plan, Investment management fees (direct) | $229,578 |
| Northern Trust Company | Trustee (institutional), Trustee (directed), Direct payment from the plan | $104,442 |
| Aon Investment Consulting Llc | Actuarial, Direct payment from the plan | $17,443 |
| R.V. Kuhns & Associates | Investment advisory (plan), Direct payment from the plan | $17,379 |
| Blackrock | Trustee (institutional), Trustee (discretionary), Investment management | $12,469 |
| Hamilton Lane Advisors, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $5,089 |