Plan Snapshot
- Plan Sponsor: American Society Of Heating, Refrigerating & Air-Cond Engineers, INC.
- Sponsor EIN: 135675095
- Sponsor Address: 180 TECHNOLOGY PARKWAY, PEACHTREE CORNERS, GA, 300920000
- Plan Type: 401(k)
- Total Participants: 113
- Total Assets: $31.1M
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. |
|---|---|---|---|---|
| 2024 | 113 | $31.1M | $1.3M | $946,664 |
| 2023 | 101 | $26.8M | $826,074 | $821,553 |
| 2022 | 96 | $24.9M | $778,904 | $784,579 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $25,832 | — | $25,832 |
| CREATIVE RETIREMENT PLAN CONSULTING | OTHER SERVICES | — | $10,248 | $10,248 |
| JONES AND KOLB | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JONES AND KOLB — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,080
- Estimated Expense Ratio: 0.116% 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 | $26,032 | — | $26,032 | — | — |
| 2023 | $2,485 | — | $2,485 | — | — |
| 2022 | $2,475 | — | $2,475 | — | — |