# American Heating, INC. 401(k) Plan
Source: https://planprovider.pro/companies/american-heating-inc-930674300-001

> American Heating, INC.'s 401(k) plan: 204 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** American Heating, INC.

- **Sponsor EIN:** 930674300

- **Sponsor Address:** 5035 SE 24TH AVENUE, PORTLAND, OR, 97202

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

- **Plan Number:** 001

- **Total Participants:** 204

- **Total Assets:** $22.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|204|$22.1M|$309,457|$1.3M|

| 2023|231|$21.3M|$302,052|$1.3M|

| 2022|223|$17.4M|$293,101|$1.2M|

## 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|Recordkeeper|$35,047|—|$35,047|

| MULTNOMAH GROUP INC.|Investment Advisor|$16,667|—|$16,667|

### Verified Provider Profiles

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

- [MULTNOMAH GROUP INC.](https://planprovider.pro/provider/multnomah-group) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $51,714

- **Estimated Expense Ratio:** 0.234% 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|$50,187|$16,667|—|—|—|

| 2023|$45,377|$20,000|$25,377|—|—|

| 2022|$59,454|$20,000|$39,454|—|—|

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