Plan Snapshot
- Plan Sponsor: Peters Heating & Air Conditioning, INC.
- Sponsor EIN: 370892465
- Sponsor Address: 4520 BROADWAY, QUINCY, IL, 62305
- Plan Type: 401(k)
- Total Participants: 263
- Total Assets: $9.4M
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 | 263 | $9.4M | $214,652 | $558,961 |
| 2023 | 239 | $8.0M | $302,339 | $460,094 |
| 2022 | 241 | $6.9M | $283,485 | $421,905 |
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 |
|---|---|---|---|---|
| GRAY HUNTER STENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRAY HUNTER STENN LLP — 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 | $72,933 | $40,776 | $11,532 | — | — |
| 2023 | $34,486 | $17,846 | $13,636 | — | — |
| 2022 | $19,553 | — | $2,486 | — | $17,067 |