# Kennedy Mechanical Plumbing & Heating, INC. 401(k) Plan
Source: https://planprovider.pro/companies/kennedy-mechanical-plumbing-heating-inc-plan

> Kennedy Mechanical Plumbing & Heating, INC.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kennedy Mechanical Plumbing & Heating, INC.

- **Sponsor EIN:** 161385946

- **Sponsor Address:** 11 COMFORT STREET, ROCHESTER, NY, 14620

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

- **Total Participants:** 0

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|0|$0|$0|$0|

| 2024|203|$14.6M|$457,409|$859,754|

| 2023|216|$12.8M|$375,225|$763,443|

| 2022|201|$10.5M|$342,009|$715,166|

## 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|

| DAVIE KAPLAN, CPA, PC|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|

| 2025|$100|—|$100|—|—|

| 2024|$124,886|$124,886|—|—|—|

| 2023|$101,606|$101,606|—|—|—|

| 2022|$101,721|$77,741|—|—|$23,580|

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