Bryant Heating & Cooling, Inc. 401(k) Plan
Sponsored by Bryant Heating & Cooling, Inc. · EIN 432065695 · Plan #001
- Total assets
- $7.7M
- Net assets
- $7.7M
- Active participants
- 173
- With balances
- 96
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 |
|---|---|---|
| Horizon Wealth Management, Llc CRD 170255 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Horizon Wealth Management Llc | Investment advisory (plan) | $50,983 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $17,195 |