Plan Snapshot
- Plan Sponsor: Cimco Refrigeration, INC.
- Sponsor EIN: 630826297
- Sponsor Address: 2502 COMMERCIAL PARK DRIVE, MOBILE, AL, 36606
- Plan Type: 401(k)
- Total Participants: 208
- Total Assets: $15.9M
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 | 208 | $15.9M | $328,050 | $1.1M |
| 2023 | 147 | $13.2M | $305,928 | $989,485 |
| 2022 | 187 | $10.5M | $274,010 | $879,770 |
| 2019 | 136 | $9.8M | $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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $10,084 | — | $10,084 |
| WILKINS MILLER, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- WILKINS MILLER, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,084
- Estimated Expense Ratio: 0.064% 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 | $4,853 | $10,084 | — | — | — |
| 2023 | $6,868 | $9,139 | — | — | — |
| 2022 | $7,786 | $8,333 | — | — | — |
| 2019 | $10,994 | $10,900 | — | — | — |