Carolina Comfort Air 401(k) Plan
Sponsored by Carolina Comfort Air, Inc. · EIN 260266779 · Plan #001
- Total assets
- $2.6M
- Net assets
- $2.6M
- Active participants
- 253
- With balances
- 279
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| First National Trust Company | Investment advisory (plan) | $14,978 |
| Empower Annuity Insurance Company | Recordkeeping fees | $13,330 |
| Retirement Plan Solutions Inc | Contract administrator | $2,710 |
| Empower Advisory Group, Llc | Investment management | $166 |