Plan Snapshot
- Plan Sponsor: Airx Climate Solutions, INC.
- Sponsor EIN: 760629847
- Sponsor Address: 4308 GRANT BLVD. #1D, YUKON, OK, 73099
- Plan Type: 401(k)
- Total Participants: 570
- Total Assets: $31.7M
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 | 570 | $31.7M | $1.2M | $2.1M |
| 2023 | 634 | $27.7M | $1.1M | $2.0M |
| 2022 | 489 | $21.8M | $920,546 | $1.6M |
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 |
|---|---|---|---|---|
| CARR, RIGGS & INGRAM L.L.C. | 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 | $38,086 | — | — | — | — |
| 2023 | $22,117 | — | — | — | — |
| 2022 | $9,639 | $181 | $9,458 | — | — |