# Control Air Enterprises LLC 401(k) Plan
Source: https://planprovider.pro/companies/control-air-enterprises-llc-401k-plan

> Control Air Enterprises LLC's 401(k) plan: 292 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| THE VANGUARD GROUP, INC.|NONE|$34,379|—|$34,379|

| MESIROW|NONE|$5,910|—|$5,910|

| GELMAN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [GELMAN LLP](https://planprovider.pro/provider/gelman-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $40,289

- **Estimated Expense Ratio:** 0.125% 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|$40,289|$5,910|$34,379|—|—|

| 2023|$62,011|$27,185|$33,617|—|—|

| 2022|$84,800|$59,689|$25,111|—|—|

## Similar Plans

- [Boudreau Pipeline Corporation](https://planprovider.pro/companies/boudreau-pipeline-corporation-401k-plan) — 348 participants

- [Blue Mountain Construction Services, INC.](https://planprovider.pro/companies/blue-mountain-construction-services-inc-401k-plan) — 360 participants

- [Ldi Mechanical, INC.](https://planprovider.pro/companies/ldi-mechanical-inc-401k-plan) — 544 participants

- [J. R. Pierce Plumbing Co., INC. Of Sacramento](https://planprovider.pro/companies/j-r-pierce-plumbing-co-inc-of-sacramento-401k-plan) — 560 participants

- [20/20 Plumbing & Heating, INC.](https://planprovider.pro/companies/20-20-plumbing-heating-inc-401k-plan) — 578 participants

- [American Incorporated](https://planprovider.pro/companies/american-incorporated-401k-plan) — 636 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/control-air-enterprises-llc-401k-plan)

© 2026 PlanProvider.Pro