Plan Snapshot
- Plan Sponsor: Houk Air Conditioning, INC.
- Sponsor EIN: 751231584
- Sponsor Address: 833 111TH STREET, ARLINGTON, TX, 76011
- Plan Type: 401(k)
- Total Participants: 272
- Total Assets: $7.4M
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 | 272 | $7.4M | $413,878 | $560,703 |
| 2023 | 247 | $6.4M | $294,962 | $480,669 |
| 2022 | 232 | $4.9M | $218,277 | $446,613 |
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 |
|---|---|---|---|---|
| JRBT, PC | Auditor | — | — | $0 |
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 | $48,414 | $27,748 | — | — | — |
| 2023 | $37,053 | $21,204 | — | — | — |
| 2022 | $35,407 | $19,562 | $15,845 | — | — |