Plan Snapshot
- Plan Sponsor: Central Carolina Air Conditioning Company, LLC
- Sponsor EIN: 141861470
- Sponsor Address: 1800 FAIRFAX RD STE A, GREENSBORO, NC, 27407
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $10.3M
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 | 125 | $10.3M | $268,806 | $501,537 |
| 2023 | 140 | $8.9M | $283,479 | $558,386 |
| 2022 | 122 | $7.7M | $267,727 | $500,261 |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | Investment Advisor | $23,972 | — | $23,972 |
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $16,652 | — | $16,652 |
| STANLEY BENEFIT SERVICES | Recordkeeper | $9,294 | — | $9,294 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES, INC. — Investment Advisor
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,918
- Estimated Expense Ratio: 0.483% 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 | $72,050 | $23,971 | — | — | — |
| 2023 | $25,524 | $22,337 | — | — | — |
| 2022 | $39,476 | $21,712 | $17,764 | — | — |