# American Society Of Heating, Refrigerating & Air-Cond Engineers, INC. 401(k) Plan
Source: https://planprovider.pro/companies/american-society-of-heating-refrigerating-air-cond-engineers-inc-plan

> American Society Of Heating, Refrigerating & Air-Cond Engineers, INC.'s 401(k) plan: 113 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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