United Heating And Cooling 401 K Plan
Sponsored by United Heating And Cooling Incorporated · EIN 431563674 · Plan #001
- Total assets
- $9.1M
- Net assets
- $9.1M
- Active participants
- 177
- With balances
- 180
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning, Inc. | Investment advisory (plan), Direct payment from the plan | $43,130 |
| Newport Group, Inc. | Recordkeeping, Consulting (general), Participant loan processing | $25,223 |