AUMdb

Christianson Air Conditioning And Plumbing Retirement Plan

Sponsored by Christianson Air Conditioning · EIN 760577626 · Plan #001

Total assets
$24.3M
Net assets
$24.3M
Active participants
153
With balances
260

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $33,226
Financial Management Professionals Recordkeeping, Trustee (institutional), Other services $33,140
Adp Broker Dealer Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees $0