# Houk Air Conditioning, INC. 401(k) Plan
Source: https://planprovider.pro/companies/houk-air-conditioning-inc-401k-plan

> Houk Air Conditioning, INC.'s 401(k) plan: 272 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| CETERA INVESTMENT ADVISERS LLC|INVESTMENT ADVISOR|$24,298|—|$24,298|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$20,666|—|$20,666|

| JRBT, PC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $44,964

- **Estimated Expense Ratio:** 0.608% 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|$48,414|$27,748|—|—|—|

| 2023|$37,053|$21,204|—|—|—|

| 2022|$35,407|$19,562|$15,845|—|—|

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