# Energy Air, INC. 401(k) Plan
Source: https://planprovider.pro/companies/energy-air-inc-592040096-002

> Energy Air, INC.'s 401(k) plan: 303 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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