Plan Snapshot
- Plan Sponsor: Heat And Control, INC.
- Sponsor EIN: 941150095
- Sponsor Address: 21121 CABOT BLVD., HAYWARD, CA, 945451132
- Plan Type: 401(k)
- Total Participants: 772
- Total Assets: $106.3M
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 | 772 | $106.3M | $1.2M | $5.8M |
| 2023 | 723 | $92.8M | $1.4M | $5.3M |
| 2022 | 661 | $80.2M | $1.2M | $4.6M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $23,332 | $19,382 | $3,950 | — | — |
| 2023 | $20,130 | $17,230 | $2,900 | — | — |
| 2022 | $19,198 | $16,048 | $3,150 | — | — |