# Applewood Plmbng Heating & Electric 401(k) Plan
Source: https://planprovider.pro/companies/applewood-plumbing-heating-company-401k-plan

> Applewood Plmbng Heating & Electric's 401(k) plan: 168 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Applewood Plmbng Heating & Electric

- **Sponsor EIN:** 841330588

- **Sponsor Address:** 5000 WEST 29TH AVENUE, DENVER, CO, 80212

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

- **Total Participants:** 168

- **Total Assets:** $13.1M

## 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|168|$13.1M|$386,534|$1.2M|

| 2023|186|$12.6M|$431,801|$1.2M|

| 2022|171|$10.1M|$392,977|$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|

| UHY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [UHY LLP](https://planprovider.pro/provider/uhy-llp) — Auditor

## 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|$88,763|$71,658|$17,105|—|—|

| 2023|$74,912|$60,870|$8,892|—|—|

| 2022|$69,955|$56,537|$3,520|—|$9,898|

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