A 1 United Heating, Air & Electrical Co., Inc. 401(k) Plan
Sponsored by A 1 United Heating, Air & Electrical Co., Inc. · EIN 470583109 · Plan #001
- Total assets
- $2.6M
- Net assets
- $2.6M
- Active participants
- 116
- With balances
- 108
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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Holdings Inc | Contract administrator | $13,160 |
| Usi Advisors Inc | Investment advisory (plan) | $6,895 |
| Empower Annuity Insurance Company | Recordkeeping fees | $2,076 |
| Empower Advisory Group, Llc | Investment management | $1,863 |