Peters Heating And Air Conditioning, Inc Profit Sharing Plan
Sponsored by Peters Heating & Air Conditioning, Inc. · EIN 370892465 · Plan #003
- Total assets
- $17.1M
- Net assets
- $17.1M
- Active participants
- 204
- With balances
- 230
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney | Investment management | $143,007 |
| Benefit Plans Plus | Recordkeeping fees | $3,221 |