# Conditioned Air Company Of Naples, LLC 401(k) Plan
Source: https://planprovider.pro/companies/conditioned-air-company-of-naples-llc-401k-plan

> Conditioned Air Company Of Naples, LLC's 401(k) plan: 208 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — NONE

- [HSC/TUSCAN & COMPANY PA](https://planprovider.pro/provider/hsctuscan-and-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|

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