Central Carolina Air Conditioning 401(k) Plan
Sponsored by Central Carolina Air Conditioning Company, Llc · EIN 141861470 · Plan #001
- Total assets
- $10.3M
- Net assets
- $10.3M
- Active participants
- 125
- With balances
- 100
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services, Inc. | Consulting (general), Insurance services, Investment advisory (plan) | $23,972 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $16,652 |
| Stanley Benefit Services | Recordkeeping, Consulting (general), Participant loan processing | $9,294 |