Comfort Window Co., Inc. 401(k) Salary Deferral Plan
Sponsored by Comfort Window Co., Inc. · EIN 161263149 · Plan #001
- Total assets
- $16.4M
- Net assets
- $16.4M
- Active participants
- 350
- With balances
- 255
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 |
|---|---|---|
| Pinnacle Investments, Llc CRD 142910 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pinnacle Investiments, Llc | Investment advisory (plan) | $35,944 |
| Capital Group Retirement Plan Serv | Recordkeeping fees | $25,514 |