Therm X Of California 401(k) Profit Sharing Plan
Sponsored by Therm X Of California, Inc. · EIN 942393175 · Plan #001
- Total assets
- $14.0M
- Net assets
- $14.0M
- Active participants
- 289
- With balances
- 231
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $103,805 |
| Scott Miller Cpa & Associates Inc. | Accounting, Direct payment from the plan | $12,500 |