Southern Hvac Corporation 401(k) Plan
Sponsored by Southern Hvac Corporation · EIN 812606496 · Plan #002
- Total assets
- $14.9M
- Net assets
- $14.9M
- Active participants
- 949
- With balances
- 428
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $67,702 |
| Kestra Advisory Services, Llc | Investment advisory (plan), Direct payment from the plan | $32,948 |
| Florida Retirement Cons | Contract administrator, Direct payment from the plan, Other services | $10,835 |
| Warren Averett Llc | Accounting, Other fees | $0 |