Affiliated Thrift Plan
Sponsored by Petro Hunt, L.L.C. · EIN 752756884 · Plan #333
- Total assets
- $225M
- Net assets
- $225M
- Active participants
- 484
- With balances
- 650
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 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement | Recordkeeping, Participant loan processing, Float revenue | $67,159 |
| Capfinancial Partners, Llc. | Investment advisory (plan) | $21,986 |