20/20 Plumbing & Heating, Inc. 401(k) Plan
Sponsored by 20/20 Plumbing & Heating, Inc. · EIN 472642440 · Plan #001
- Total assets
- $19.1M
- Net assets
- $19.1M
- Active participants
- 578
- With balances
- 679
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 |
|---|---|---|
| Cavu Wealth Management Inc. CRD 299089 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co Of Ame | Recordkeeping fees | $62,874 |
| Cavu Wealth Management Inc | Investment advisory (plan) | $33,245 |
| Economic Group Pension Services | Contract administrator | $17,665 |
| Empower Advisory Group Llc | Investment management | $11,430 |