AUMdb

John W. Stone Oil Distributor, L.L.C. 401(k) Retirement Plan

Sponsored by John W. Stone Oil Distributor, L.L.C. · EIN 721322067 · Plan #002

Total assets
$27.6M
Net assets
$27.6M
Active participants
320
With balances
363

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
Trustmark National Bank Investment advisory (plan) $52,806
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $34,941