# Chas Roberts Air Conditioning, INC. 401(k) Plan
Source: https://planprovider.pro/companies/chas-roberts-air-conditioning-inc-401k-plan

> Chas Roberts Air Conditioning, INC.'s 401(k) plan: 665 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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|—|—|

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