Standard Heating & Air Conditioning, Inc. 401(k) Profit Sharing Plan
Sponsored by Standard Heating & Air Conditioning, Inc. · EIN 200914439 · Plan #003
- Total assets
- $21.4M
- Net assets
- $21.4M
- Active participants
- 117
- With balances
- 186
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 |
|---|---|---|
| Christensen Group Financial, Llc CRD 318144 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Christensen Group Financial | Investment advisory (plan), Direct payment from the plan | $38,645 |
| The Vanguard Group, Inc. | Participant loan processing, Other fees, Direct payment from the plan | $2,265 |