Plan Snapshot
- Plan Sponsor: Comfort Systems Of Virginia, INC.
- Sponsor EIN: 161760140
- Sponsor Address: 4116 SOUTH MILITARY HIGHWAY, CHESAPEAKE, VA, 23321
- Plan Type: 401(k)
- Total Participants: 269
- Total Assets: $11.4M
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 | 269 | $11.4M | $855,641 | $748,590 |
| 2023 | 260 | $9.3M | $886,329 | $691,602 |
| 2022 | 251 | $6.1M | $587,815 | $481,552 |
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 |
|---|---|---|---|---|
| COLBY AND COMPANY PLC | Auditor | — | — | $0 |
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 | $88,425 | — | $88,425 | — | — |
| 2023 | $79,350 | — | $79,350 | — | — |
| 2022 | $65,758 | — | $65,758 | — | — |