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

> General Air Conditioning & Heating, INC.'s 401(k) plan: 57 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 330585587

- **Sponsor Address:** 31170 RESERVE DR, THOUSAND PALMS, CA, 92276

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

- **Total Participants:** 57

- **Total Assets:** $2.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|57|$2.0M|$0|$91,155|

| 2023|56|$1.8M|$0|$103,454|

| 2022|68|$1.7M|$0|$123,871|

## 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|

| CORPORATE BENEFIT SYSTEMS, INC.|NONE|$12,195|—|$12,195|

| BEACON ADVISORS|NA|$10,007|—|$10,007|

| JULY BUSINESS SERVICES, LLC|NA|$8,063|—|$8,063|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BEACON ADVISORS](https://planprovider.pro/provider/beacon-pointe-advisors-llc) — NA

- [JULY BUSINESS SERVICES, LLC](https://planprovider.pro/provider/july-business-services) — NA

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $30,265

- **Estimated Expense Ratio:** 1.486% 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|$124,546|—|$29,735|—|—|

| 2023|$278,968|—|$29,315|—|—|

| 2022|$174,389|—|$26,857|—|—|

## Similar Plans

- [Matrix Hg, INC.](https://planprovider.pro/companies/matrix-hg-inc-plan) — 59 participants

- [Westpac Holding Company, INC.](https://planprovider.pro/companies/westpac-holding-company-inc-plan) — 54 participants

- [Intech Mechanical Company, LLC](https://planprovider.pro/companies/intech-mechanical-company-llc-401k-plan) — 61 participants

- [Modern Air Mechanical](https://planprovider.pro/companies/modern-air-mechanical-plan) — 61 participants

- [Airco Mechanical, INC.](https://planprovider.pro/companies/airco-mechanical-inc-plan) — 50 participants

- [Monterey Mechanical Co.](https://planprovider.pro/companies/monterey-mechanical-co-plan) — 48 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/general-air-conditioning-heating-inc-401k-plan)

© 2026 PlanProvider.Pro