Plan Snapshot
- Plan Sponsor: Board Of Trustees, Airconditioning And Refrigeration
- Sponsor EIN: 956035386
- Sponsor Address: 3500 W ORANGEWOOD AVE, ORANGE, CA, 92868
- Plan Type: DB
- Total Participants: 1,842
- Total Assets: $340.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,842 | $340.6M | $18.2M | $0 |
| 2023 | 1,774 | $337.2M | $17.8M | $0 |
| 2022 | 1,653 | $307.1M | $16.4M | $0 |
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 |
|---|---|---|---|---|
| MILLER KAPLAN ARASE LLP | Auditor | $119,795 | — | $119,795 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $119,795
- Estimated Expense Ratio: 0.035% 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 | $2,223,594 | $799,761 | — | $119,795 | — |
| 2023 | $2,225,176 | $912,471 | — | $113,975 | — |
| 2022 | $2,219,385 | $945,188 | — | — | $490,723 |