# Air-Conditioning, Heating And Refrigeration Institute 401(k) Plan
Source: https://planprovider.pro/companies/air-conditioning-heating-and-refrigeration-institute-plan-002

> Air-Conditioning, Heating And Refrigeration Institute's 401(k) plan: 119 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

## Similar Plans

- [Packaging Machinery Manufacturers Institute](https://planprovider.pro/companies/packaging-machinery-manufacturers-institute-401k-plan) — 119 participants

- [The Mariners' Museum](https://planprovider.pro/companies/the-mariners-museum-403b-plan) — 118 participants

- [Community Health Accreditation Program](https://planprovider.pro/companies/community-health-accreditation-program-401k-plan) — 117 participants

- [Insurance Institute For Highway Safety](https://planprovider.pro/companies/insurance-institute-for-highway-safety-403b-plan) — 116 participants

- [National Apartment Association](https://planprovider.pro/companies/national-apartment-association-401k-plan) — 116 participants

- [Charities Aid Foundation America](https://planprovider.pro/companies/charities-aid-foundation-america-401k-plan) — 123 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/air-conditioning-heating-and-refrigeration-institute-plan-002)

© 2026 PlanProvider.Pro