Schneider Heating & Air Conditioning, Inc. Profit Sharing Plan
Sponsored by Schneider Heating & Air Conditioning, Inc. · EIN 391178245 · Plan #001
- Total assets
- $10.4M
- Net assets
- $10.4M
- Active participants
- 124
- 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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Equity Services Llc | Investment advisory (plan) | $33,228 |
| Premier Retirement Partners | Contract administrator, Investment advisory (plan) | $2,387 |
| Capital Groups Retirement Plan Svs | Recordkeeping fees | $1,088 |