Climate Pros Llc 401(k) Profit Sharing Plan And Trust
Sponsored by Climate Pros Llc · EIN 550914273 · Plan #001 · Glendale Heights, IL
- Total assets
- $22.2M
- Net assets
- $22.2M
- Active participants
- 782
- With balances
- 551
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Associated Pension Services, Inc. | Other services, Direct payment from the plan | $38,330 |
| Voya Retirement Insurance & Annuity | Direct payment from the plan, Recordkeeping fees | $15,700 |
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $11,924 |