Plan Snapshot
- Plan Sponsor: Standard Heating & Air Conditioning, INC.
- Sponsor EIN: 470593196
- Sponsor Address: 11746 PORTAL RD, LA VISTA, NE, 681285524
- Plan Type: 401(k)
- Total Participants: 187
- 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 | 187 | $9.4M | $146,721 | $587,283 |
| 2023 | 206 | $8.0M | $150,903 | $474,272 |
| 2022 | 171 | $6.3M | $75,622 | $400,607 |
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 |
|---|---|---|---|---|
| AGSN P.C. | 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 | $2,906 | — | $250 | — | — |
| 2023 | $7,115 | $5,273 | $1,592 | — | — |
| 2022 | $2,362 | — | $2,362 | — | — |