# Comfort Window Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/comfort-window-co-inc-401k-plan

> Comfort Window Co., INC.'s 401(k) plan: 350 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Comfort Window Co., INC.

- **Sponsor EIN:** 161263149

- **Sponsor Address:** 3624 JOHN GLENN BOULEVARD, SYRACUSE, NY, 13209

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

- **Total Participants:** 350

- **Total Assets:** $16.4M

## 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|350|$16.4M|$421,447|$706,450|

| 2023|337|$13.8M|$376,811|$662,292|

| 2022|318|$12.2M|$321,413|$599,301|

## 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|

| PINNACLE INVESTIMENTS, LLC|INVESTMENT ADVISOR|$35,944|—|$35,944|

| CAPITAL GROUP RETIREMENT PLAN SERV|RECORD KEEPER|$25,514|—|$25,514|

| DANNIBLE & MCKEE, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [DANNIBLE & MCKEE, LLP](https://planprovider.pro/provider/dannible-and-mckee-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $61,458

- **Estimated Expense Ratio:** 0.375% 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|$61,458|$35,944|—|—|—|

| 2023|$51,115|$30,628|—|—|—|

| 2022|$51,767|$32,826|$18,941|—|—|

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