Plan Snapshot
- Plan Sponsor: Conditioned Air Company Of Naples, LLC
- Sponsor EIN: 590910697
- Sponsor Address: 3786 MERCANTILE AVENUE, NAPLES, FL, 34104
- Plan Type: 401(k)
- Total Participants: 208
- Total Assets: $4.9M
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 | 208 | $4.9M | $0 | $484,767 |
| 2023 | 294 | $7.2M | $52,323 | $660,175 |
| 2022 | 338 | $7.4M | $269,569 | $701,213 |
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 INS CO | NONE | $21,165 | — | $21,165 |
| KESTRA ADVISORY SVCS | NONE | $13,472 | — | $13,472 |
| FLORIDA RETIREMENT CONSULTANTS | NONE | $7,931 | — | $7,931 |
| HSC/TUSCAN & COMPANY PA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA ADVISORY SVCS — NONE
- HSC/TUSCAN & COMPANY PA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,568
- Estimated Expense Ratio: 0.860% 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 | $37,937 | $15,949 | $5,616 | — | — |
| 2023 | $40,594 | $16,564 | $7,966 | $3,045 | — |
| 2022 | $53,232 | $15,776 | $31,456 | — | $6,000 |