Petroleum Traders Corporation 401(k) Salary Reduction Plan And Trust
Sponsored by Petroleum Traders Corporation · EIN 351462227 · Plan #001
- Total assets
- $13.0M
- Net assets
- $13.0M
- Active participants
- 103
- With balances
- 118
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sym Financial Corporation CRD 107517 | deterministic · 100% | 2024 |
| Phillips Financial Management, Llc CRD 131344 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sym Financial Corporation | Investment advisory (plan) | $34,896 |
| Phillips Financial Management Llc | Investment advisory (plan) | $17,799 |
| Empower Annuity Insurance Company | Recordkeeping fees | $12,149 |
| Ascensus Holdings Inc Dba Futurepla | Contract administrator | $2,875 |