Norman S. Wright Climatec Mechanical Equipment Of Southern California, Llc 401(k) Plan
Sponsored by Norman S. Wright Climatec Mechanical Equipment Of Southern California, · EIN 020625650 · Plan #001
- Total assets
- $19.0M
- Net assets
- $19.0M
- Active participants
- 176
- With balances
- 132
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Recordkeeping, Participant loan processing, Direct payment from the plan | $8,559 |
| Osaic Wealth Inc | Investment advisory (plan) | $5,387 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $3,380 |