Assets by plan
Share of aggregate retirement assets
Filings through .
Harvard Petroleum Company, LLC
EIN 01-0730436oil & energyLatest filing 2025
Plans
2
Retirement
2
$5.0M assets
Health & Benefits
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 / $5.0M assets / 22 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
HARVARD PETROLEUM COMPANY, LLC 401(K) PLAN
401(k)
Assets$2.9M
Participants15
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
HARVARD PETROLEUM COMPANY, LLC CASH BALANCE PENSION PLAN AND TRUST
Cash balance
Assets$2.0M
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | HARVARD PETROLEUM COMPANY, LLC 401(K) PLAN | 401(k) | $2.9M | 15 | 2025 |
| #002 | HARVARD PETROLEUM COMPANY, LLC CASH BALANCE PENSION PLAN AND TRUST | Cash balance | $2.0M | 7 | 2025 |
- #001 · 401(k) · 202515
- #002 · Cash balance · 20257
Retirement plans