The Comfort Group, Inc. 401(k) Plan
Sponsored by The Comfort Group, Inc · EIN 620798316 · Plan #001
- Total assets
- $9.5M
- Net assets
- $9.5M
- Active participants
- 168
- With balances
- 135
Plan year beginning 10/01/2024 · 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 |
|---|---|---|
| Northwestern Mutual Wealth Mgmt Co. | Investment advisory (plan) | $20,084 |
| Coulter & Justus, Pc | Other fees | $12,500 |
| Ascensus Holdings Inc Dba Futurepla | Contract administrator | $11,973 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $938 |