City Plumbing & Electric Supply Co., Inc. 401(k) Plan
Sponsored by City Plumbing & Electric Supply Co., Inc. · EIN 580637308 · Plan #001
- Total assets
- $16.3M
- Net assets
- $16.3M
- Active participants
- 122
- With balances
- 145
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James Financial Services | Investment advisory (plan) | $34,344 |
| Cpi Qualified Plan Consultants, Inc | Recordkeeping, Consulting (pension), Participant loan processing | $8,837 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $1,500 |