Plan Snapshot
- Plan Sponsor: Comfort Control Supply Co., INC.
- Sponsor EIN: 382091675
- Sponsor Address: 1840 INDUSTRIAL BLVD, MUSKEGON, MI, 494426112
- Plan Type: 401(k)
- Total Participants: 189
- Total Assets: $10.8M
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 | 189 | $10.8M | $266,989 | $905,675 |
| 2023 | 155 | $9.5M | $213,695 | $760,428 |
| 2022 | 148 | $7.4M | $193,676 | $665,213 |
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 |
|---|---|---|---|---|
| HUNGERFORD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HUNGERFORD — 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 | $67,165 | — | $67,165 | — | — |
| 2023 | $55,069 | — | $55,069 | — | — |
| 2022 | $49,129 | — | $49,129 | — | — |