# National Refrigeration, INC DC Plan
Source: https://planprovider.pro/companies/national-refrigeration-inc-plan-002

> National Refrigeration, INC's DC plan: 112 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** National Refrigeration, INC

- **Sponsor EIN:** 050319523

- **Sponsor Address:** 3600 WEST SHORD RD, WARWICK, RI, 02886

- **Plan Type:** DC

- **Total Participants:** 112

- **Total Assets:** $7.2M

## 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:** Yes

## Plan Financials by Year

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

| 2024|112|$7.2M|$0|$384,153|

| 2023|127|$6.6M|$137,358|$392,559|

| 2022|134|$5.6M|$228,118|$370,096|

## 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|

| EDELMAN FINANCIAL ENGINES, LLC|0|$38,626|—|$38,626|

| ED DIAS|0|$17,280|—|$17,280|

| CAVANAGH CPAS & ASSOCIATES, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CAVANAGH CPAS & ASSOCIATES, LLC](https://planprovider.pro/provider/cavanagh-cpas-and-associates-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $55,906

- **Estimated Expense Ratio:** 0.774% 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|$58,081|$27,851|$14,666|—|—|

| 2023|$60,766|$23,696|$12,773|—|—|

| 2022|$52,010|$7,916|$11,417|—|$32,077|

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- [Gem Plumbing And Heating Co., INC.](https://planprovider.pro/companies/gem-plumbing-and-heating-co-inc-plan) — 735 participants

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