# Intercool Usa, LLC 401(k) Plan
Source: https://planprovider.pro/companies/intercool-usa-llc-401k-plan

> Intercool Usa, LLC's 401(k) plan: 104 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Intercool Usa, LLC

- **Sponsor EIN:** 814852676

- **Sponsor Address:** 1313 VALWOOD PARKWAY, CARROLLTON, TX, 75006

- **Plan Type:** 401(k)

- **Total Participants:** 104

- **Total Assets:** $4.6M

## 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|104|$4.6M|$375,738|$836,940|

| 2023|150|$3.9M|$424,897|$923,046|

| 2022|186|$2.3M|$372,166|$806,279|

## 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|

| RAYMOND JAMES FINANCIAL SERVICE|INVESTMENT/FINANCIAL ADVI|$33,300|—|$33,300|

| ADP, INC.|RECORD KEEPER|$6,214|—|$6,214|

| CLIFTONLARSENALLEN|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RAYMOND JAMES FINANCIAL SERVICE](https://planprovider.pro/provider/raymond-james-financial-inc) — INVESTMENT/FINANCIAL ADVI

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [CLIFTONLARSENALLEN](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $39,514

- **Estimated Expense Ratio:** 0.854% 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|$39,515|$33,301|—|—|—|

| 2023|$27,472|$21,267|—|—|—|

| 2022|$34,645|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/intercool-usa-llc-401k-plan)

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