# Del-Air Heating, Air Conditioning & Refrigeration, INC. 401(k) Plan
Source: https://planprovider.pro/companies/del-air-heating-air-conditioning-refrigeration-inc-401k-plan

> Del-Air Heating, Air Conditioning & Refrigeration, INC.'s 401(k) plan: 665 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ONEDIGITAL INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/epic-retirement-plan-services) — ADVISOR

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/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|—|—|—|—|

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