Plan Snapshot
- Plan Sponsor: Gmh, INC. Dba West Coast Air Conditioning
- Sponsor EIN: 770384636
- Sponsor Address: 561-A KINETIC DRIVE, OXNARD, CA, 930308984
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 109
- Total Assets: $11.0M
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 | 109 | $11.0M | $102,555 | $439,613 |
| 2023 | 100 | $9.7M | $57,938 | $415,750 |
| 2022 | 98 | $8.0M | $106,131 | $424,520 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO. | Recordkeeper | $30,891 | — | $30,891 |
| MORGAN STANLEY | Investment Advisor | $25,776 | — | $25,776 |
| THE BENEFIT PRACTICE | Other Service Provider | $1,012 | $10,283 | $11,295 |
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Investment Advisor | $11,000 | — | $11,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — Investment Advisor
- HOLTHOUSE CARLIN & VAN TRIGT LLP — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,962
- Estimated Expense Ratio: 0.720% 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 | $68,304 | — | $68,304 | — | — |
| 2023 | $48,893 | — | $48,893 | — | — |
| 2022 | $44,218 | — | $44,218 | — | — |