Plan Snapshot
- Plan Sponsor: Central Plumbing & Heating, INC.
- Sponsor EIN: 202075025
- Sponsor Address: 3701 RIVER DRIVE NORTH, GREAT FALLS, MT, 59405
- Plan Type: 401(k)
- Plan Number: 505
- Total Participants: 127
- Total Assets: $270,246
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 127 | $270,246 | $0 | $0 |
| 2024 | 119 | $195,614 | $287,582 | $0 |
| 2023 | 130 | $188,046 | $291,943 | $0 |
| 2022 | 132 | $154,617 | $0 | $0 |
| 2021 | 107 | $155,652 | $0 | $0 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $380,127 | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $241,237 | — | — | — | — |
| 2021 | $200,460 | — | — | — | — |