Air Conditioning Innovative Solutions 401(k) Plan
Sponsored by Air Conditioning Innovative Solutions · EIN 842418586 · Plan #001
- Total assets
- $11.8M
- Net assets
- $11.8M
- Active participants
- 238
- With balances
- 151
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 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $45,487 |
| Ubs Financial Services Inc | Investment advisory (plan) | $30,029 |
| Executive Retirement Plans | Contract administrator | $7,282 |
| Empower Advisory Group, Llc | Investment management | $3,666 |