B & D Plumbing, Heating & Air Conditioning, Inc. Profit Sharing/401(k) Plan And Trust
Sponsored by B & D Plumbing, Heating And Air Conditioning, Inc. · EIN 412000947 · Plan #001
- Total assets
- $11.8M
- Net assets
- $11.8M
- Active participants
- 140
- With balances
- 158
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Thorsen, Breidinger & Novak, Pa | Accounting | $51,500 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $1,125 |
| Ameriprise Financial Services Inc | Other commissions | $0 |