AUMdb

Killam Oil Company Retirement Plan And Trust

Sponsored by Killam Oil Co., Ltd. · EIN 742214450 · Plan #001 · Laredo, TX

Total assets
$24.1M
Net assets
$24.1M
Active participants
190
With balances
175

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Bokf, Na Securities brokerage commissions, Consulting (general), Investment advisory (plan) $84,947
Charles Schwab Trust Bank Custodial (securities), Account maintenance fees, Trustee (institutional) $10,928