AUMdb

Air Conditioning, Heating And Refrigeration Institute 401(k) Retirement Plan

Sponsored by Air Conditioning, Heating And Refrigeration Institute · EIN 261558777 · Plan #002

Total assets
$26.6M
Net assets
$26.6M
Active participants
119
With balances
168

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
T. Rowe Price Japan, Inc. CRD 290585 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Resource Investment Advisors Llc Consulting (general), Direct payment from the plan $37,157
T Rowe Price Rps Inc Recordkeeping, Trustee (institutional), Trustee (directed) $10,586