Assets by plan
Share of aggregate retirement assets
66%top
Sponsor portfolio
HARVARD PETROLEUM COMPANY, LLC
EIN 01-0730436oil & energyLatest filing 2025
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
22
PO BOX 936, 200 EAST 2ND STREET - ROSWELL, NM 88202575-208-7134harvard-petroleum.comLinkedIn11-50 employeesoil & energy
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.5M assets / 22 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HARVARD PETROLEUM COMPANY, LLC 401(K) PLAN
401k
Assets$2.9M
Participants15
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
HARVARD PETROLEUM COMPANY, LLC CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$1.5M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HARVARD PETROLEUM COMPANY, LLC 401(K) PLAN | 401k | $2.9M | 15 | 2025 | |
| 002 | HARVARD PETROLEUM COMPANY, LLC CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $1.5M | 7 | 2024 |
Retirement plans