Conditioned Air Company Of Naples, Llc 401(k) Plan
Sponsored by Conditioned Air Company Of Naples, Llc · EIN 590910697 · Plan #001
- Total assets
- $4.9M
- Net assets
- $4.9M
- Active participants
- 208
- With balances
- 126
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co | Recordkeeping fees, Investment management | $21,165 |
| Kestra Advisory Svcs | Investment advisory (plan) | $13,472 |
| Florida Retirement Consultants | Contract administrator | $7,931 |