# Comfort Systems Usa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/comfort-systems-usa-inc-401k-plan

> Comfort Systems Usa, INC.'s 401(k) plan: 18,367 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Comfort Systems Usa, INC.

- **Sponsor EIN:** 760526487

- **Sponsor Address:** 675 BERING DRIVE SUITE 400, HOUSTON, TX, 77057

- **Plan Type:** 401(k)

- **Total Participants:** 18,367

- **Total Assets:** $1.1B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|18,367|$1.1B|$28.4M|$69.2M|

| 2023|14,682|$941.2M|$23.2M|$60.6M|

| 2022|11,497|$794.3M|$16.7M|$48.2M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$612,103|—|$612,103|

| LPL FINANCIAL|INVESTMENT ADVISOR|$18,000|—|$18,000|

| MELTON & MELTON LLP|AUDITOR|$15,000|—|$15,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MELTON & MELTON LLP](https://planprovider.pro/provider/melton-and-melton-llp) — AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $645,103

- **Estimated Expense Ratio:** 0.058% 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|$646,603|$19,500|—|$15,000|—|

| 2023|$1,123,806|$4,500|$1,076,007|$12,600|—|

| 2022|$932,771|$18,000|$867,193|—|$35,231|

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