Plan Snapshot
- Plan Sponsor: Standard Heating & Air Conditioning, INC.
- Sponsor EIN: 200914439
- Sponsor Address: 130 PLYMOUTH AVE. N, MINNEAPOLIS, MN, 55411
- Plan Type: 401(k)
- Total Participants: 117
- Total Assets: $21.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 117 | $21.4M | $633,778 | $946,615 |
| 2023 | 125 | $17.8M | $593,780 | $859,456 |
| 2022 | 113 | $15.0M | $488,624 | $795,828 |
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 |
|---|---|---|---|---|
| REDPATH AND COMPANY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REDPATH AND COMPANY LLC — 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 |
|---|---|---|---|---|---|
| 2024 | $40,910 | $38,645 | $2,265 | — | — |
| 2023 | $41,314 | $34,393 | $6,921 | — | — |
| 2022 | $44,994 | $37,282 | $7,712 | — | — |