Comfort Systems Usa, Inc. 401(k) Plan
Sponsored by Comfort Systems Usa, Inc. · EIN 760526487 · Plan #001
- Total assets
- $1.1B
- Net assets
- $1.1B
- Active participants
- 18,367
- With balances
- 20,272
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $612,103 |
| Lpl Financial | Investment advisory (plan) | $18,000 |
| Melton & Melton Llp | Accounting | $15,000 |
| One Digital Topco Llc Dba | Investment advisory (plan) | $1,500 |
| Empower Financial Services, Inc. | Securities brokerage, Shareholder servicing fees, Other investment fees and expenses | $80 |