Plan Snapshot
- Plan Sponsor: Skyview Cooling Company
- Sponsor EIN: 840600609
- Sponsor Address: 701 W. 16TH STREET, YUMA, AZ, 85364
- Plan Type: 401(k)
- Total Participants: 707
- Total Assets: $17.7M
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 | 707 | $17.7M | $441,920 | $868,005 |
| 2023 | 558 | $16.0M | $447,128 | $848,688 |
| 2022 | 574 | $13.5M | $437,411 | $801,371 |
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 |
|---|---|---|---|---|
| EDWARD D. JONES & CO. L.P. | RIA | $36,307 | — | $36,307 |
| FROST, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FROST, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,307
- Estimated Expense Ratio: 0.205% 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 | $87,196 | $39,671 | $38,765 | — | — |
| 2023 | $88,657 | $38,880 | $40,467 | — | — |
| 2022 | $82,886 | $36,310 | $37,420 | — | — |