Comfort Flow Heating, Co. 401(k) Profit Sharing Plan
Sponsored by Comfort Flow Heating, Co. · EIN 930592999 · Plan #002
- Total assets
- $12.0M
- Net assets
- $12.0M
- Active participants
- 181
- With balances
- 176
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 |
|---|---|---|
| Sapient Private Wealth Management Services, Llc CRD 159419 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sapient Private Wealth Management | Investment advisory (plan), Investment management | $60,498 |
| Prime Pensions Northwest, Llc | Participant loan processing, Other services, Other fees | $23,389 |
| Capital Group Retirement Plan Servi | Recordkeeping, Custodial (securities), Recordkeeping fees | $19,311 |