Plan Snapshot
- Plan Sponsor: Air Mechanical & Service Corp.
- Sponsor EIN: 592158902
- Sponsor Address: 4311 WEST IDA STREET, TAMPA, FL, 33614
- Plan Type: 401(k)
- Total Participants: 280
- Total Assets: $12.9M
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 | 280 | $12.9M | $292,299 | $915,745 |
| 2023 | 316 | $11.7M | $285,680 | $909,894 |
| 2022 | 250 | $9.9M | $267,830 | $847,957 |
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 |
|---|---|---|---|---|
| RIVERO, GORDIMER & CO., P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RIVERO, GORDIMER & CO., P.A. — Auditor
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 | $83,582 | $2,489 | $2,400 | — | — |
| 2023 | $75,050 | $2,140 | $1,575 | — | — |
| 2022 | $73,198 | $1,652 | $69,371 | — | $2,175 |