Plan Snapshot
- Plan Sponsor: Control Air Enterprises LLC
- Sponsor EIN: 833875553
- Sponsor Address: 5200 E. LA PALMA AVENUE, ANAHEIM, CA, 92807
- Plan Type: 401(k)
- Total Participants: 292
- Total Assets: $32.1M
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 | 292 | $32.1M | $16,312 | $1.9M |
| 2023 | 256 | $26.9M | $12,657 | $1.6M |
| 2022 | 247 | $22.2M | $6,848 | $1.4M |
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 |
|---|---|---|---|---|
| GELMAN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GELMAN 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 | $40,289 | $5,910 | $34,379 | — | — |
| 2023 | $62,011 | $27,185 | $33,617 | — | — |
| 2022 | $84,800 | $59,689 | $25,111 | — | — |