# Southern Hvac Corporation 401(k) Plan
Source: https://planprovider.pro/companies/southern-hvac-corporation-401k-plan

> Southern Hvac Corporation's 401(k) plan: 949 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southern Hvac Corporation

- **Sponsor EIN:** 812606496

- **Sponsor Address:** 1060 MAITLAND CTR COMMONS STE 250, MAITLAND, FL, 32751

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

- **Total Participants:** 949

- **Total Assets:** $14.9M

## 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|949|$14.9M|$1.2M|$2.1M|

| 2023|769|$11.2M|$1.0M|$1.8M|

| 2022|529|$5.6M|$464,768|$846,910|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$67,702|—|$67,702|

| KESTRA ADVISORY SERVICES, LLC|INVESTMENT ADVISORY|$32,948|—|$32,948|

| FLORIDA RETIREMENT CONS|CONTRACT ADMINISTRATOR|$10,835|—|$10,835|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KESTRA ADVISORY SERVICES, LLC](https://planprovider.pro/provider/sentinel-group) — INVESTMENT ADVISORY

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $111,485

- **Estimated Expense Ratio:** 0.746% 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|$111,498|$32,960|$78,538|—|—|

| 2023|$98,546|$24,756|$73,790|—|—|

| 2022|$46,142|$7,719|$38,423|—|—|

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