Plan Snapshot
- Plan Sponsor: A-1 United Heating, Air And Electrical Co., INC.
- Sponsor EIN: 470583109
- Sponsor Address: 4972 F STREET, OMAHA, NE, 68117
- Plan Type: DC
- Total Participants: 75
- Total Assets: $6.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 75 | $6.2M | $480,000 | $0 |
| 2023 | 77 | $5.9M | $480,000 | $0 |
| 2022 | 68 | $5.2M | $668,000 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ACCLARO | Other Service Provider | $12,500 | — | $12,500 |
| TRANSITION FINANCE STRATEGIES | Recordkeeper | $10,910 | — | $10,910 |
| ALTURAS | Custodian / Trustee | $8,750 | — | $8,750 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,160
- Estimated Expense Ratio: 0.515% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $33,753 | — | — | — | — |
| 2023 | $48,299 | — | — | $12,500 | — |
| 2022 | $50,773 | — | — | — | $50,773 |