Plan Snapshot
- Plan Sponsor: Comfort Systems Usa, INC.
- Sponsor EIN: 760526487
- Sponsor Address: 675 BERING DRIVE SUITE 400, HOUSTON, TX, 77057
- Plan Type: DC
- Total Participants: 2,119
- Total Assets: $10.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 2,119 | $10.7M | $974,212 | $0 |
| 2023 | 235 | $9.4M | $444,576 | $0 |
| 2022 | 586 | $8.2M | $614,660 | $0 |
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 |
|---|---|---|---|---|
| MELTON & MELTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MELTON & MELTON LLP — 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 | $4,532 | — | — | — | — |
| 2023 | $5,862 | — | $5,837 | — | — |
| 2022 | $4,214 | — | $4,139 | — | — |