Plan Snapshot
- Plan Sponsor: Comfort Flow Heating, Co.
- Sponsor EIN: 930592999
- Sponsor Address: 1951 DON ST., SUITE D, SPRINGFIELD, OR, 97477
- Plan Type: 401(k)
- Total Participants: 181
- Total Assets: $12.0M
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 | 181 | $12.0M | $295,729 | $708,515 |
| 2023 | 152 | $9.7M | $242,090 | $568,320 |
| 2022 | 139 | $7.8M | $222,366 | $503,868 |
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 |
|---|---|---|---|---|
| SAPIENT PRIVATE WEALTH MANAGEMENT | INVESTMENT ADVISOR | $60,498 | — | $60,498 |
| PRIME PENSIONS NORTHWEST, LLC | TPA | $23,389 | — | $23,389 |
| CAPITAL GROUP RETIREMENT PLAN SERVI | RECORDKEEPER | $19,311 | — | $19,311 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAPIENT PRIVATE WEALTH MANAGEMENT — INVESTMENT ADVISOR
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $103,198
- Estimated Expense Ratio: 0.862% 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 | $110,859 | $60,498 | $19,311 | — | — |
| 2023 | $86,852 | $48,905 | $15,351 | — | — |
| 2022 | $100,700 | $49,024 | $14,459 | — | $34,809 |