# International Thermal Systems LLC 401(k) Plan
Source: https://planprovider.pro/companies/international-thermal-systems-llc-401k-plan

> International Thermal Systems LLC&#39;s 401(k) plan: 65 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** International Thermal Systems LLC

- **Sponsor EIN:** 800603050

- **Sponsor Address:** 3000 N 114TH STREET, WAUWATOSA, WI, 53222

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

- **Total Participants:** 65

- **Total Assets:** $11.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|65|$11.0M|$183,825|$639,717|

| 2023|74|$11.0M|$199,620|$659,025|

| 2022|94|$9.3M|$237,912|$776,824|

## 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|

| ASSOCIATED TRUST COMPANY, N.A.|NONE|$28,874|—|$28,874|

| UBS FINANCIAL SERVICES|INVESTMENT ADVISOR|$27,776|—|$27,776|

| VRAKAS S.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [UBS FINANCIAL SERVICES](https://planprovider.pro/provider/ubs-financial-services-inc) — INVESTMENT ADVISOR

- [VRAKAS S.C.](https://planprovider.pro/provider/vrakas-cpas-advisors) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $56,650

- **Estimated Expense Ratio:** 0.513% 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|$56,649|$54,016|—|—|—|

| 2023|$49,024|$48,274|—|—|—|

| 2022|$51,983|$26,096|—|—|$24,687|

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