Applewood Plumbing & Heating Company 401(k) Plan
Sponsored by Applewood Plmbng Heating & Electric · EIN 841330588 · Plan #001
- Total assets
- $13.1M
- Net assets
- $13.1M
- Active participants
- 168
- With balances
- 220
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning. | Investment advisory (plan), Direct payment from the plan | $71,658 |
| Newport Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $17,106 |