# Gmh, INC. Dba West Coast Air Conditioning 401(k) Plan
Source: https://planprovider.pro/companies/gmh-inc-dba-west-coast-air-conditioning-770384636-001

> Gmh, INC. Dba West Coast Air Conditioning's 401(k) plan: 109 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/morgan-stanley) — Investment Advisor

- [HOLTHOUSE CARLIN & VAN TRIGT LLP](https://planprovider.pro/provider/holthouse-carlin-and-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|—|—|

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