Plan Snapshot
- Plan Sponsor: Aire-Rite Airconditioning & Refrigeration
- Sponsor EIN: 952868706
- Sponsor Address: 15122 BOLSA CHICA ST, HUNTINGTON BEACH, CA, 926491025
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 107 | $325,684 | $0 | $0 |
| 2023 | 106 | $10.3M | $203,999 | $649,141 |
| 2022 | 138 | $16.1M | $194,667 | $655,644 |
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 |
|---|---|---|---|---|
| WERTZ & COMPANY | 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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | $519 | — | $519 | — | — |
| 2023 | $69,868 | — | $69,868 | — | — |
| 2022 | $76,452 | — | $76,452 | — | — |