AUMdb

Family Heating Company Inc 401(k) Profit Sharing Plan & Trust

Sponsored by Family Heating Company Inc · EIN 381952447 · Plan #001

Total assets
$9.2M
Net assets
$9.2M
Active participants
123
With balances
92

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Merrill Lynch, Pierce, Fenner Investment advisory (plan) $14,872
Paychex, Inc. Recordkeeping $12,909
Erisa Fiduciary Services, Inc. Contract administrator $6,570
Merrill Lynch, Pierce, Fenner And S $0