Plan Snapshot
- Plan Sponsor: Christianson Air Conditioning
- Sponsor EIN: 760577626
- Sponsor Address: 1950 LOUIS HENNA BLVD, ROUND ROCK, TX, 78664
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 299
- Total Assets: $26.7M
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. |
|---|---|---|---|---|
| 2025 | 299 | $26.7M | $0 | $0 |
| 2024 | 153 | $24.3M | $189,845 | $953,037 |
| 2023 | 168 | $22.1M | $7,265 | $933,383 |
| 2022 | 170 | $19.5M | $245,803 | $997,834 |
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 |
|---|---|---|---|---|
| FINANCIAL MANAGEMENT PROFESSIONALS | Investment Advisor | $33,786 | — | $33,786 |
| ADP, INC. | Recordkeeper | $31,812 | — | $31,812 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,598
- Estimated Expense Ratio: 0.246% 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 |
|---|---|---|---|---|---|
| 2025 | $2,258,908 | $33,786 | — | — | — |
| 2024 | $66,366 | $33,140 | — | — | — |
| 2023 | $72,704 | $39,422 | — | — | — |
| 2022 | $54,436 | — | — | — | — |