AUMdb

A.E. Robinson Oil Co., Inc. Profit Sharing Plan

Sponsored by A.E. Robinson Oil Co., Inc. · EIN 010288664 · Plan #001

Total assets
$9.2M
Net assets
$9.2M
Active participants
147
With balances
154

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
Ameriprise Financial Recordkeeping, Trustee (institutional), Other services $20,943
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $2,990
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0