Cardinal Heating & Air Conditioning, Inc. 401(k) Profit Sharing Plan
Sponsored by Cardinal Heating & Air Conditioning, Inc. · EIN 391715610 · Plan #001
- Total assets
- $8.2M
- Net assets
- $8.2M
- Active participants
- 140
- With balances
- 143
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 |
|---|---|---|
| Mbe Wealth Management, Llc CRD 165516 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $44,978 |
| Mbe Wealth Management Llc | Investment advisory (participants) | $26,435 |
| Ppg Retirement Plan Services, Ltd. | Other services | $2,130 |
| Wilshire Associates Inc | Investment advisory (participants) | $1,511 |