Heating & Plumbing Engineers, Inc. 401(k) Plan
Sponsored by Heating & Plumbing Engineers, Inc. · EIN 840440524 · Plan #001
- Total assets
- $7.7M
- Net assets
- $7.7M
- Active participants
- 68
- With balances
- 141
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 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Investment Services Llc | Investment advisory (plan) | $34,994 |
| Kestra Advisory Services | Investment advisory (plan) | $7,816 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $588 |