AUMdb

Onward Energy 401(k) Retirement Savings Plan

Sponsored by Onward Energy Management, Llc · EIN 475468489 · Plan #002

Total assets
$36.5M
Net assets
$36.5M
Active participants
296
With balances
284

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $62,383