Peters Heating & Air Conditioning, Inc. Retirement Savings Plan
Sponsored by Peters Heating & Air Conditioning, Inc. · EIN 370892465 · Plan #002
- Total assets
- $9.4M
- Net assets
- $9.4M
- Active participants
- 263
- With balances
- 269
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 |
|---|---|---|
| Stifel Nicolaus & Co Inc | Other fees | $40,776 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $20,625 |
| Williams Benefit Consulting, Llc | Contract administrator | $11,533 |