Petroleum Marketing Group 401(k) Profit Sharing Plan And Trust
Sponsored by Petroleum Marketing Group, Inc. · EIN 522297962 · Plan #001
- Total assets
- $4.7M
- Net assets
- $4.7M
- Active participants
- 195
- With balances
- 111
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 |
|---|---|---|
| Fiduciary Wealth Management, Llc CRD 284324 | deterministic · 100% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Financial Life Insuran | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $12,715 |
| Dwc The 401(k) Experts | Recordkeeping, Participant loan processing, Recordkeeping fees | $5,064 |
| Fiduciary Wealth Management Llc | Investment advisory (plan) | $3,751 |
| Pensionmark Financial Group Llc | Investment advisory (plan) | $3,314 |
| Global Retirement Partners Llc | Investment advisory (plan) | $716 |