# C & L Refrigeration Corporation 401(k) Plan
Source: https://planprovider.pro/companies/c-l-refrigeration-corporation-401k-plan

> C & L Refrigeration Corporation's 401(k) plan: 134 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** C & L Refrigeration Corporation

- **Sponsor EIN:** 953259945

- **Sponsor Address:** PO BOX 2319, BREA, CA, 92822

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

- **Total Participants:** 134

- **Total Assets:** $13.6M

## 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|134|$13.6M|$120,659|$954,849|

| 2023|127|$11.9M|$125,627|$912,991|

| 2022|116|$10.2M|$116,995|$924,651|

## 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|

| BAKER TILLY VIRCHOW KRAUSE, LLP|INVESTMENT ADVISOR|$31,403|—|$31,403|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$6,184|—|$6,184|

| YOUNGER & CO CPA|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $37,587

- **Estimated Expense Ratio:** 0.276% 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|$37,587|$37,587|—|—|—|

| 2023|$32,106|$32,106|—|—|—|

| 2022|$32,213|$32,213|—|—|—|

## Similar Plans

- [Silicon Valley Mechanical, INC.](https://planprovider.pro/companies/silicon-valley-mechanical-inc-401k-plan) — 132 participants

- [Burgeson'S Heating And Air Conditioning, In.](https://planprovider.pro/companies/burgeson-s-heating-and-air-conditioning-in-401k-plan) — 132 participants

- [L.A. Hydro-Jet & Rooter Service, INC.](https://planprovider.pro/companies/l-a-hydro-jet-rooter-service-inc-401k-plan) — 128 participants

- [United Mechanical, INC.](https://planprovider.pro/companies/united-mechanical-inc-401k-plan-001) — 124 participants

- [Jpi Development Group, INC.](https://planprovider.pro/companies/jpi-development-group-inc-401k-plan) — 121 participants

- [Subzero Constructors, INC.](https://planprovider.pro/companies/subzero-constructors-inc-plan) — 148 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/c-l-refrigeration-corporation-401k-plan)

© 2026 PlanProvider.Pro