Assets by plan
Share of aggregate retirement assets
Filings through .
3 plans aggregated / $15.2M assets / 129 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
Profit-sharing
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PETROLEUM COORDINATORS, INC. EMPLOYEE RETIREMENT SAVING PLAN | 401(k) | $14.7M | 96 | 2025 |
| #002 | PETROLEUM COORDINATORS, INC. CASH BALANCE PENSION PLAN | Cash balance | $522K | 32 | 2025 |
| #003 | PETROLEUM COORDINATORS, INC. RETIREMENT PLAN | Profit-sharing | $7K | 1 | 2025 |