# Brody Heating & Air Conditioning Contractors, INC 401(k) Plan
Source: https://planprovider.pro/companies/brody-heating-air-conditioning-contractors-inc-952574246-001

> Brody Heating & Air Conditioning Contractors, INC's 401(k) plan: 308 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Brody Heating & Air Conditioning Contractors, INC

- **Sponsor EIN:** 952574246

- **Sponsor Address:** 8599 VENICE BLVD, LOS ANGELES, CA, 90034

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

- **Plan Number:** 001

- **Total Participants:** 308

- **Total Assets:** $3.7M

## 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.|

| 2025|308|$3.7M|$0|$0|

| 2024|189|$4.1M|$23,675|$388,717|

| 2023|112|$3.7M|$12,706|$219,629|

| 2022|49|$3.1M|$11,717|$212,676|

## 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|

| QUALIFIED PLAN ADVISORY, LLC|Other Service Provider|$21,518|—|$21,518|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $21,518

- **Estimated Expense Ratio:** 0.575% 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|

| 2025|$1,561,348|$21,518|$2,575|—|—|

| 2024|$498,323|—|—|—|—|

| 2023|$109,601|—|—|—|—|

| 2022|$24,053|—|—|—|—|

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