Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CALBRI LOGISTICS OILFIELD SERVICES, LLC
EIN 82-4905923Transportation and WarehousingLatest filing 2024
Plans
2
Retirement
2
$803K assets
Welfare
0
Participants
51
301 NORTH WEST LOOP 230 - SMITHFIELD, TX 78957512-971-4503
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $803K assets / 51 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#002
CALBRI LOGISTICS OILFIELD SERVICES, LLC CASH BALANCE PLAN
CashBalance
Assets$553K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CALBRI LOGISTICS OILFIELD SERVICES, LLC 401K PROFIT SHARING PLAN
401k
Assets$249K
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CALBRI LOGISTICS OILFIELD SERVICES, LLC CASH BALANCE PLAN | CashBalance | $553K | 21 | 2024 | |
| 001 | CALBRI LOGISTICS OILFIELD SERVICES, LLC 401K PROFIT SHARING PLAN | 401k | $249K | 30 | 2024 |
Retirement plans