# Air-Conditioning Innovative Solutions 401(k) Plan
Source: https://planprovider.pro/companies/air-conditioning-innovative-solutions-401k-plan

> Air-Conditioning Innovative Solutions's 401(k) plan: 238 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 Innovative Solutions

- **Sponsor EIN:** 842418586

- **Sponsor Address:** 1028 N MCDONALD ST, MCKINNEY, TX, 750692144

- **Plan Type:** 401(k)

- **Total Participants:** 238

- **Total Assets:** $11.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|238|$11.8M|$451,699|$706,076|

| 2023|216|$10.3M|$817,931|$581,516|

| 2022|236|$9.5M|$494,897|$629,014|

| 2020|156|$7.3M|$0|$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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$45,487|—|$45,487|

| UBS FINANCIAL SERVICES INC|INVESTMENT ADVISOR|$30,029|—|$30,029|

| EXECUTIVE RETIREMENT PLANS|CONTRACT ADMINISTRATOR|$7,282|$3,967|$11,249|

| WEAVER AND TIDWELL, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WEAVER AND TIDWELL, LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $86,765

- **Estimated Expense Ratio:** 0.736% 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|$81,802|$30,029|$7,282|—|—|

| 2023|$67,792|—|$67,792|—|—|

| 2022|$43,467|—|$43,467|—|—|

| 2020|$23,043|—|—|—|—|

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