Plan Snapshot
- Plan Sponsor: Cardinal Heating & Air Conditioning, INC.
- Sponsor EIN: 391715610
- Sponsor Address: 3361 BROOKS DR., SUN PRAIRIE, WI, 53590
- Plan Type: 401(k)
- Total Participants: 140
- Total Assets: $8.2M
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 | 140 | $8.2M | $445,680 | $877,017 |
| 2023 | 121 | $6.7M | $369,054 | $759,762 |
| 2022 | 99 | $4.7M | $302,974 | $626,131 |
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 |
|---|---|---|---|---|
| VRAKAS SC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VRAKAS SC — Auditor
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 | $75,054 | $27,946 | $2,130 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |