# Connecticut Heating & Cooling Contractors Association, INC. 401(k) Plan
Source: https://planprovider.pro/companies/connecticut-heating-cooling-contractors-association-inc-401k-plan

> Connecticut Heating & Cooling Contractors Association, INC.'s 401(k) plan: 278 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Connecticut Heating & Cooling Contractors Association, INC.

- **Sponsor EIN:** 237323973

- **Sponsor Address:** 2842 MAIN STREET, GLASTONBURY, CT, 06033

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

- **Total Participants:** 278

- **Total Assets:** $14.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|278|$14.8M|$1.4M|$963,478|

| 2023|227|$11.2M|$580,846|$625,864|

| 2022|177|$8.5M|$294,553|$452,287|

## 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|

| LEE CPA AUDIT GROUP|Auditor|$13,000|—|$13,000|

### Verified Provider Profiles

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

- [LEE CPA AUDIT GROUP](https://planprovider.pro/provider/lee-cpa-audit-group) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $13,000

- **Estimated Expense Ratio:** 0.088% 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|$95,969|$14,516|$63,027|$13,000|—|

| 2023|$77,782|$19,010|$42,601|$6,500|—|

| 2022|$44,523|$11,168|$33,355|—|—|

## Similar Plans

- [Environmental Control LLC](https://planprovider.pro/companies/environmental-control-inc-401k-plan) — 290 participants

- [Board Of Trustees Plumbers And Steamfitters Local 131 Pension Plan](https://planprovider.pro/companies/board-of-trustees-plumbers-and-steamfitters-local-plan-001) — 263 participants

- [Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund](https://planprovider.pro/companies/board-trustees-worc-plumbers-pipefitters-local-union-4-annuity-fund-plan) — 311 participants

- [Board Of Trustees Of The Money Purchase Retirement Plan U.A. Local](https://planprovider.pro/companies/board-of-trustees-of-the-money-purchase-retirement-plan-u-a-local-plan) — 333 participants

- [Board Of Trustees Plumbers And Steamfitters Local](https://planprovider.pro/companies/board-of-trustees-plumbers-and-steamfitters-local-plan-002) — 378 participants

- [Automated Building Systems, INC.](https://planprovider.pro/companies/automated-building-systems-inc-401k-plan-001-3852) — 97 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/connecticut-heating-cooling-contractors-association-inc-401k-plan)

© 2026 PlanProvider.Pro