Plan Snapshot
- Plan Sponsor: Home Comfort Alliance, LLC
- Sponsor EIN: 474982612
- Sponsor Address: 9680 153RD AVE NE, REDMOND, WA, 98052
- Plan Type: 401(k)
- Total Participants: 194
- Total Assets: $7.3M
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 | 194 | $7.3M | $185,044 | $773,314 |
| 2023 | 208 | $6.1M | $272,238 | $809,086 |
| 2022 | 275 | $4.6M | $328,920 | $1.0M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $38,911 | $28,981 | — | — | — |
| 2023 | $33,799 | $24,129 | — | — | — |
| 2022 | $28,765 | — | — | — | — |