# Comfort Flow Heating, Co. 401(k) Plan
Source: https://planprovider.pro/companies/comfort-flow-heating-co-401k-plan

> Comfort Flow Heating, Co.'s 401(k) plan: 181 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/sapient-private-wealth-management-llc) — INVESTMENT ADVISOR

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|

## Similar Plans

- [Board Of Trustees, Alaska Plumbing & Pipefitting Industry Pension Plan](https://planprovider.pro/companies/board-of-trustees-alaska-plumbing-pipefitting-industry-pension-plan-plan) — 378 participants

- [Board Of Trustees, U.A. Locals 375/367 Supplemental Pension Trust](https://planprovider.pro/companies/board-of-trustees-u-a-locals-375-367-supplemental-pension-trust-plan) — 2,244 participants

- [Board Of Trustees, U.A. Union Local No. 290 Plumber,](https://planprovider.pro/companies/board-of-trustees-u-a-union-local-no-290-plumber-plan-002) — 3,088 participants

- [Board Of Trustees, United Association Union Local No.](https://planprovider.pro/companies/board-of-trustees-united-association-union-local-no-plan) — 3,642 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/comfort-flow-heating-co-401k-plan)

© 2026 PlanProvider.Pro