Plan Snapshot
- Plan Sponsor: James River Air Conditioning Company
- Sponsor EIN: 540835022
- Sponsor Address: 1905 WESTMORELAND STREET, RICHMOND, VA, 232303225
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $15.2M
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 | 171 | $15.2M | $175,083 | $720,911 |
| 2023 | 157 | $13.7M | $164,456 | $631,632 |
| 2022 | 137 | $11.4M | $160,219 | $572,067 |
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 |
|---|---|---|---|---|
| ADAMS, JENKINS, & CHEATHAM | 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 | $70,324 | $51,976 | $18,348 | — | — |
| 2023 | $65,739 | $48,077 | $14,841 | — | — |
| 2022 | $69,117 | $47,966 | $15,354 | — | $5,797 |