Scott Agosta signed TXO Energy GP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TXO Energy GP's EIN is 92-1065846.
Download the official 2024 Form 5500 (PDF) for TXO Energy GP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TXO Energy GP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $41K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $5.6M | 17.7% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $5.3M | 16.5% | |
| AMERICAN FNDS FUNDAMENT INV R6 | Registered Investment Companies | — | — | $2.7M | 8.5% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $2.4M | 7.4% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $2.3M | 7.1% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $2.2M | 7.0% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $1.8M | 5.6% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $1.8M | 5.6% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $1.6M | 4.9% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $1.3M | 4.0% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $1.2M | 3.8% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.0M | 3.2% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $834K | 2.6% | |
| GS SV COL TR INSTL SER 1 GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $756K | 2.4% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $318K | 1.0% | |
| AMERICAN FUNDS INT GR & INC R6 | Registered Investment Companies | — | — | $279K | 0.9% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $238K | 0.7% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $179K | 0.6% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $102K | 0.3% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $63K | 0.2% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT ADVISOR |
| $98K |
| — |
