AUMdb

The Campbell Oil Company 401(k) Plan

Sponsored by Campbell Oil Company, Inc. · EIN 340681634 · Plan #002

Total assets
$26.2M
Net assets
$26.2M
Active participants
928
With balances
716

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
Capfinancial Partners, Llc CRD 175112 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $54,294
Capfinancial Partners Llc Dba Captr Investment advisory (plan) $25,317