# Isaac Heating & Air Conditioning 401(k) Plan
Source: https://planprovider.pro/companies/isaac-heating-air-conditioning-401k-plan

> Isaac Heating & Air Conditioning's 401(k) plan: 512 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Isaac Heating & Air Conditioning

- **Sponsor EIN:** 160908242

- **Sponsor Address:** 50 HOLLEDER PARKWAY, ROCHESTER, NY, 14615

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

- **Total Participants:** 512

- **Total Assets:** $28.5M

## 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.|

| 2023|512|$28.5M|$220,723|$2.5M|

| 2022|461|$23.6M|$300,000|$1.4M|

## 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|

| SAGE RUTTY & CO., INC.|INVESTMENT/FINANCIAL ADVI|$72,146|—|$72,146|

| ADP, INC.|RECORD KEEPER|$30,170|—|$30,170|

| BOWERS & COMPANY CPAS, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SAGE RUTTY & CO., INC.](https://planprovider.pro/provider/sage-rutty-and-co-inc) — INVESTMENT/FINANCIAL ADVI

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

- [BOWERS & COMPANY CPAS, PLLC](https://planprovider.pro/provider/bowers-and-company-cpas-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $102,316

- **Estimated Expense Ratio:** 0.360% 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|

| 2023|$51,159|$36,074|—|—|—|

| 2022|$42,557|—|—|—|—|

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