Plan Snapshot
- Plan Sponsor: Eads Cooling Solutions, LLC
- Sponsor EIN: 851282913
- Sponsor Address: 550 WESCOTT STREET, SUITE 550, HOUSTON, TX, 77007
- Plan Type: 401(k)
- Total Participants: 201
- Total Assets: $8.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 201 | $8.1M | $453,093 | $991,081 |
| 2023 | 188 | $6.0M | $434,507 | $931,366 |
| 2022 | 102 | $4.3M | $172,388 | $356,450 |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL LIFE INSURANCE CO | SERVICE PROVIDER | $53,531 | — | $53,531 |
| MORGAN STANLEY GLOBAL BANKING OPS | INVESTMENT ADVISORY | $35,879 | — | $35,879 |
| LAPORTE CPAS & BUSINESS ADVISORS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL LIFE INSURANCE CO — SERVICE PROVIDER
- MORGAN STANLEY GLOBAL BANKING OPS — INVESTMENT ADVISORY
- LAPORTE CPAS & BUSINESS ADVISORS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $89,410
- Estimated Expense Ratio: 1.102% 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 | $89,410 | $35,879 | $53,531 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |