# Christian Brothers Heating & Air Conditioning, INC. 401(k) Plan
Source: https://planprovider.pro/companies/christian-brothers-heating-air-conditioning-inc-401k-plan

> Christian Brothers Heating & Air Conditioning, INC.'s 401(k) plan: 232 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Christian Brothers Heating & Air Conditioning, INC.

- **Sponsor EIN:** 330193531

- **Sponsor Address:** 11140 THURSTON LN., MIRA LOMA, CA, 91752

- **Plan Type:** 401(k)

- **Total Participants:** 232

- **Total Assets:** $3.7M

## 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|232|$3.7M|$137,673|$338,531|

| 2023|230|$3.7M|$284,936|$364,530|

| 2022|267|$3.1M|$271,295|$316,628|

## 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|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — 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|$66,464|$36,659|—|—|—|

| 2023|$63,101|$32,181|—|—|—|

| 2022|$57,650|$27,130|—|—|—|

## Similar Plans

- [Geil Enterprises, INC.](https://planprovider.pro/companies/geil-enterprises-inc-401k-plan) — 285 participants

- [Geil Enterprises, INC.](https://planprovider.pro/companies/geil-enterprises-inc-plan-002) — 330 participants

- [Premier Coating INC Dba Premier Finishing](https://planprovider.pro/companies/premier-coating-inc-dba-premier-finishing-401k-plan) — 84 participants

- [Water Heaters Only, INC.](https://planprovider.pro/companies/water-heaters-only-inc-401k-plan) — 70 participants

- [Carter Services, INC.](https://planprovider.pro/companies/carter-services-inc-plan) — 33 participants

- [Darren Sissom](https://planprovider.pro/companies/darren-sissom-401k-plan) — 10 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/christian-brothers-heating-air-conditioning-inc-401k-plan)

© 2026 PlanProvider.Pro