Plan Snapshot
- Plan Sponsor: Chas Roberts Air Conditioning, INC.
- Sponsor EIN: 860113254
- Sponsor Address: 9828 N 19TH AVE, PHOENIX, AZ, 85021
- Plan Type: 401(k)
- Total Participants: 665
- Total Assets: $29.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 665 | $29.2M | $361,210 | $3.9M |
| 2023 | 610 | $24.1M | $228,080 | $3.2M |
| 2022 | 612 | $20.0M | $245,009 | $3.3M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $124,004 | $607 | $124,611 |
| WELLS FARGO ADVISORS, LLC | NONE | $18,750 | — | $18,750 |
| CLIFTON LARSON ALLEN LLP | Auditor | $18,750 | — | $18,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $162,111
- Estimated Expense Ratio: 0.556% 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 | $142,859 | — | $124,109 | $18,750 | — |
| 2023 | $123,821 | $21,250 | $102,571 | — | — |
| 2022 | $116,596 | — | $116,596 | — | — |