# Norman S. Wright Climatec Mechanical Equipment Of Southern California, 401(k) Plan
Source: https://planprovider.pro/companies/norman-s-wright-mech-equip-so-llc-401k-plan

> Norman S. Wright Climatec Mechanical Equipment Of Southern California,'s 401(k) plan: 176 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/windes-inc) — 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|—|—|—|—|—|

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