Plan Snapshot
- Plan Sponsor: Energy Air, INC.
- Sponsor EIN: 592040096
- Sponsor Address: 5401 ENERGY AIR COURT, ORLANDO, FL, 32810
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 303
- Total Assets: $132.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 303 | $132.4M | $3.8M | $0 |
| 2023 | 305 | $88.5M | $3.9M | $0 |
| 2022 | 300 | $76.2M | $2.1M | $0 |
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 |
|---|---|---|---|---|
| STEVEN M. THAGARD | Other Service Provider | $9,284 | — | $9,284 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,284
- Estimated Expense Ratio: 0.007% 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 | $9,718 | $9,284 | — | — | — |
| 2023 | $8,591 | $8,591 | — | — | — |
| 2022 | $7,208 | $7,208 | — | — | — |