Plan Snapshot
- Plan Sponsor: Sogefi Air & Cooling Usa, INC.
- Sponsor EIN: 800519639
- Sponsor Address: 3949 W HAMLIN RD, ROCHESTER HLS, MI, 483093233
- Plan Type: 401(k)
- Total Participants: 35
- Total Assets: $9.7M
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. |
|---|---|---|---|---|
| 2025 | 35 | $9.7M | $174,179 | $386,193 |
| 2024 | 37 | $10.1M | $386,475 | $677,410 |
| 2023 | 417 | $13.5M | $499,361 | $782,888 |
| 2022 | 388 | $12.0M | $446,741 | $692,868 |
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 |
|---|---|---|---|---|
| GORDON ADVISORS PC | Independent Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GORDON ADVISORS PC — Independent 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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | $41,579 | — | $41,579 | — | — |
| 2022 | $42,021 | — | $42,021 | — | — |