Plan Snapshot
- Plan Sponsor: Air-Conditioning, Heating And Refrigeration Institute
- Sponsor EIN: 261558777
- Sponsor Address: 2311 WILSON BLVD, ARLINGTON, VA, 22201
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $26.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 119 | $26.6M | $699,179 | $1.1M |
| 2023 | 106 | $22.1M | $867,652 | $977,549 |
| 2022 | 99 | $19.3M | $605,029 | $985,808 |
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 |
|---|---|---|---|---|
| COHNREZNICK, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $47,742 | — | — | — | — |
| 2023 | $38,534 | $28,465 | — | — | — |
| 2022 | $7,362 | — | $7,362 | — | — |