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Sponsor portfolio

WESTERN FILTER CO.

EIN 74-1596042-oil & energy-Latest filing 2024
Plans
2
Retirement
2
$4.9M assets
Welfare
0
Participants
55
10724 E 11TH STREET, SUITE H - TULSA, OK 74128918-949-4455LinkedIn11-50 employeesoil & energy
Plans on this EIN
2 filings
#001401k-$4.5M - 28 part#002CashBalance-$420K - 27 part

Retirement portfolio analytics

2 plans aggregated / $4.9M assets / 55 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • 401(K) RETIREMENT PLAN (#001)91%
  • CASH BALANCE PLAN (#002)9%
Total $4.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)28
  • CASH BALANCE PLAN (#002)27
Total 55Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WESTERN FILTER 401(K) RETIREMENT PLAN

401k

Assets$4.5M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WESTERN FILTER CASH BALANCE PLAN

CashBalance

Assets$420K
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WESTERN FILTER 401(K) RETIREMENT PLAN401k$4.5M282024
002WESTERN FILTER CASH BALANCE PLANCashBalance$420K272024
Retirement plans
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