James River Air Conditioning Company 401(k) Profit Sharing Plan
Sponsored by James River Air Conditioning Company · EIN 540835022 · Plan #001
- Total assets
- $15.2M
- Net assets
- $15.2M
- Active participants
- 171
- With balances
- 153
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 |
|---|---|---|
| Benefit Fiduciary Group Llc CRD 291252 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Fiduciary Group Llc | Investment advisory (plan), Direct payment from the plan | $35,337 |
| Newport Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $18,347 |
| Pnc Institutional Asset Management | Investment advisory (plan), Direct payment from the plan | $11,215 |
| Lewis Wealth Partners | Investment advisory (plan), Direct payment from the plan | $5,424 |