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

> Estes Heating & Air Conditioning, INC.'s 401(k) plan: 170 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Estes Heating & Air Conditioning, INC.

- **Sponsor EIN:** 581080369

- **Sponsor Address:** 3981 TRADEPORT BLVD, ATLANTA, GA, 303543730

- **Plan Type:** 401(k)

- **Total Participants:** 170

- **Total Assets:** $12.4M

## 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|170|$12.4M|$221,708|$622,395|

| 2023|181|$10.8M|$246,445|$679,757|

| 2022|167|$8.5M|$223,194|$617,367|

## 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|

| SEAY & WEISSINGER, LLC|Auditor|—|—|$0|

## 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|$10,391|—|$10,391|—|—|

| 2023|$10,194|—|$10,194|—|—|

| 2022|$6,185|—|$6,185|—|—|

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