Plan Snapshot
- Plan Sponsor: Del-Air Heating, Air Conditioning & Refrigeration, INC.
- Sponsor EIN: 592280231
- Sponsor Address: 1000 BUSINESS CENTER DR, LAKE MARY, FL, 32746
- Plan Type: 401(k)
- Total Participants: 665
- Total Assets: $12.0M
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 | 665 | $12.0M | $1.1M | $2.0M |
| 2023 | 637 | $8.3M | $390,508 | $960,919 |
| 2022 | 487 | $6.7M | $3,298 | $637,468 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $31,601 | — | $31,601 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | ADVISOR | $22,500 | — | $22,500 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- ONEDIGITAL INVESTMENT ADVISORS LLC — ADVISOR
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,101
- Estimated Expense Ratio: 0.453% 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 | $55,652 | $24,051 | — | — | — |
| 2023 | $44,051 | $23,208 | — | — | — |
| 2022 | $7,085 | — | — | — | — |