A 1 United Heating & Air Conditioning Co. Employee Stock Ownership Plan & Trust
Sponsored by A 1 United Heating, Air And Electrical Co., Inc. · EIN 470583109 · Plan #002
- Total assets
- $6.2M
- Net assets
- $6.2M
- Active participants
- 75
- With balances
- 99
Plan year beginning 01/01/2024 · Stock bonus
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 |
|---|---|---|
| Acclaro | Valuation, Direct payment from the plan | $12,500 |
| Transition Finance Strategies | Recordkeeping fees | $10,910 |
| Alturas | Trustee (directed), Direct payment from the plan | $8,750 |