Plan Snapshot
- Plan Sponsor: Four Seasons Heating And Air Conditioning, INC.
- Sponsor EIN: 364009697
- Sponsor Address: 5701 WEST 73RD STREET, CHICAGO, IL, 60638
- Plan Type: 401(k)
- Total Participants: 896
- Total Assets: $15.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 896 | $15.2M | $891,951 | $2.6M |
| 2023 | 665 | $10.8M | $597,337 | $1.6M |
| 2022 | 473 | $7.8M | $375,549 | $1.1M |
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 |
|---|---|---|---|---|
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — 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 | $55,261 | — | $55,261 | — | — |
| 2023 | $23,605 | — | $23,605 | — | — |
| 2022 | $15,363 | — | $15,363 | — | — |