Crawford Heating & Cooling, Inc. Profit Sharing Plan
Sponsored by Crawford Heating And Cooling, Inc. · EIN 362495336 · Plan #001
- Total assets
- $10.2M
- Net assets
- $10.2M
- Active participants
- 153
- With balances
- 134
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $61,820 |
| Morgan Stanley | Investment advisory (plan) | $22,323 |
| At Retirement Service Llc | Contract administrator | $9,167 |
| American Trust Company | Contract administrator | $5,500 |
| Empower Advisory Group Llc | Investment management | $534 |