Plan Snapshot
- Plan Sponsor: Atlantis Comfort Systems Corp
- Sponsor EIN: 270455361
- Sponsor Address: 111 ENERGY WAY, WEST WARWICK, RI, 02893
- Plan Type: DC
- Total Participants: 222
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 222 | $5.2M | $208,255 | $367,302 |
| 2023 | 258 | $4.8M | $226,625 | $364,681 |
| 2022 | 216 | $3.9M | $213,630 | $315,121 |
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 |
|---|---|---|---|---|
| KAHN, LITWIN, RENZA & CO., LTD | 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 | $27,837 | $5,588 | $14,047 | — | — |
| 2023 | $34,310 | $6,806 | $12,439 | — | — |
| 2022 | $29,360 | $5,671 | $11,495 | — | $11,719 |