Plan Snapshot
- Plan Sponsor: Munns Air Conditioning & Heatin
- Sponsor EIN: 592172343
- Sponsor Address: 2135 U.S. HWY 44127, FRUITLAND PARK, FL, 34731
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $4.4M
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. |
|---|---|---|---|---|
| 2024 | 98 | $4.4M | $135,515 | $378,836 |
| 2023 | 108 | $4.0M | $132,413 | $383,212 |
| 2022 | 100 | $3.5M | $150,556 | $422,372 |
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 |
|---|---|---|---|---|
| PURVIS GRAY & COMPANY | 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 | $16,200 | $12,802 | — | — | — |
| 2023 | $25,888 | $21,897 | — | — | — |
| 2022 | $27,433 | — | — | — | — |