# Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/jon-wayne-heating-air-conditioning-ltd-401k-plan

> Jon Wayne Heating & Air Conditioning, Ltd.'s 401(k) plan: 255 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jon Wayne Heating & Air Conditioning, Ltd.

- **Sponsor EIN:** 743018497

- **Sponsor Address:** 9272 US HIGHWAY 87E, SAN ANTONIO, TX, 78263

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

- **Total Participants:** 255

- **Total Assets:** $3.6M

## 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|255|$3.6M|$301,462|$645,606|

| 2023|226|$2.7M|$0|$547,135|

| 2022|306|$2.0M|$0|$342,320|

## 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|

| FIDELITY WORKPLACE SERVICES, LLC|PLAN ADMINISTRATOR|$25,625|—|$25,625|

| MARCADO ASSET MANAGEMENT LLC|ADVISOR|$7,028|—|$7,028|

| ADKF, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADKF, P.C.](https://planprovider.pro/provider/adkf-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $32,653

- **Estimated Expense Ratio:** 0.909% 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|$33,288|$7,663|$4,280|—|—|

| 2023|$25,519|$5,083|$4,317|—|—|

| 2022|$15,482|—|—|—|—|

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