Plan Snapshot
- Plan Sponsor: Bryant Heating & Cooling, INC.
- Sponsor EIN: 432065695
- Sponsor Address: 4531 BISHOP LANE, LOUISVILLE, KY, 40218
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $7.7M
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 | 173 | $7.7M | $251,414 | $553,638 |
| 2023 | 159 | $6.5M | $273,428 | $475,139 |
| 2022 | 153 | $5.3M | $215,118 | $399,730 |
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 |
|---|---|---|---|---|
| HORIZON WEALTH MANAGEMENT LLC | INVESTMENT ADVISOR | $50,983 | — | $50,983 |
| CAPITAL GROUP RETIREMENT PLAN SVCS. | RECORDKEEPER | $17,195 | — | $17,195 |
| RFH, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RFH, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,178
- Estimated Expense Ratio: 0.887% 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 | $68,178 | $50,983 | — | — | — |
| 2023 | $55,807 | $41,645 | — | — | — |
| 2022 | $26,550 | — | $26,550 | — | — |