Affiliated Pension Plan
Sponsored by Petro Hunt, L.L.C. · EIN 752756884 · Plan #005
- Total assets
- $95.9M
- Net assets
- $95.7M
- Active participants
- 81
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rtw Financial Advisors Inc CRD 109934 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rtw Financial Advisors | Investment advisory (plan) | $174,930 |
| John Hancock Retirment Plan Srvcs | Actuarial, Recordkeeping, Float revenue | $61,887 |
| Moss Adams Llp | Accounting | $27,950 |