AUMdb

Munn's Air Conditioning & Heating 401(k) Plan

Sponsored by Munns Air Conditioning & Heatin · EIN 592172343 · Plan #001

Total assets
$4.4M
Net assets
$4.4M
Active participants
98
With balances
115

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
Raymond James Recordkeeping, Trustee (institutional), Other services $12,802
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $3,397