Plan Snapshot
- Plan Sponsor: Norman S. Wright Climatec Mechanical Equipment Of Southern California,
- Sponsor EIN: 020625650
- Sponsor Address: 3325 E. LA PALMA AVE, ANAHEIM, CA, 92806
- Plan Type: 401(k)
- Total Participants: 176
- Total Assets: $19.0M
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 | 176 | $19.0M | $663,263 | $1.4M |
| 2023 | 127 | $14.7M | $507,143 | $1.2M |
| 2022 | 106 | $10.4M | $400,878 | $902,306 |
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 |
|---|---|---|---|---|
| WINDES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDES — Auditor
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 | $10,631 | $5,501 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |