Connecticut Heating & Cooling Contractors Association Retirement Plan
Sponsored by Connecticut Heating & Cooling Contractors Association, Inc. · EIN 237323973 · Plan #001
- Total assets
- $14.8M
- Net assets
- $14.8M
- Active participants
- 278
- With balances
- 237
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fiduciary Consulting Group, Inc | Claims processing, Plan administrator, Consulting (pension) | $45,930 |
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $17,097 |
| Kestra Advisory Services, Llc | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $14,516 |
| Lee Cpa Audit Group | Accounting, Direct payment from the plan | $13,000 |
| Charles Schwab Bank | Custodial (securities), Participant loan processing, Direct payment from the plan | $5,426 |