# Southern Heat Exchanger Corporation 401(k) Plan
Source: https://planprovider.pro/companies/southern-heat-exchanger-corporation-401k-plan

> Southern Heat Exchanger Corporation's 401(k) plan: 114 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southern Heat Exchanger Corporation

- **Sponsor EIN:** 630455815

- **Sponsor Address:** 6100 OLD MONTGOMERY HIGHWAY, TUSCALOOSA, AL, 35403

- **Plan Type:** 401(k)

- **Total Participants:** 114

- **Total Assets:** $10.5M

## 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|114|$10.5M|$354,784|$655,201|

| 2023|120|$8.5M|$277,942|$537,645|

| 2022|91|$6.8M|$252,749|$464,460|

## 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|

| THE HIGHLAND ACCOUNTING GROUP|Auditor|—|—|$0|

## 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|$55,991|$33,833|$5,710|—|—|

| 2023|$46,908|$29,284|$4,599|—|—|

| 2022|$53,671|$35,644|$18,027|—|—|

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