Four Seasons Heating, Inc. 401(k) Plan And Trust
Sponsored by Four Seasons Heating, Inc. · EIN 841044979 · Plan #001
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 79
- With balances
- 96
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth Inc | Investment advisory (plan) | $27,667 |
| Capital Group Retirment Plan Servci | Recordkeeping fees | $950 |