Plan Snapshot
- Plan Sponsor: Engineered Cooling Services, LLC
- Sponsor EIN: 870769487
- Sponsor Address: 2801 N DAVIS HWY, PENSACOLA, FL, 32503
- Plan Type: 401(k)
- Total Participants: 316
- Total Assets: $13.8M
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 | 316 | $13.8M | $661,353 | $1.1M |
| 2023 | 222 | $11.1M | $525,927 | $912,262 |
| 2022 | 191 | $10.2M | $458,398 | $798,480 |
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 |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $71,748 | — | $69,748 | — | — |
| 2023 | $69,928 | — | $67,828 | — | — |
| 2022 | $69,700 | — | $67,600 | — | $2,100 |