# Stulz Air Technology Systems, INC. 401(k) Plan
Source: https://planprovider.pro/companies/stulz-air-technology-systems-inc-522305893-501

> Stulz Air Technology Systems, INC.'s 401(k) plan: 723 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Stulz Air Technology Systems, INC.

- **Sponsor EIN:** 522305893

- **Sponsor Address:** 1572 TILCO DRIVE, FREDERICK, MD, 21704

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

- **Plan Number:** 501

- **Total Participants:** 723

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|723|$0|$0|$0|

| 2024|657|$0|$0|$0|

| 2023|616|$0|$0|$0|

| 2022|408|$0|$0|$0|

## 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|

| CAREFIRST OF MARYLAND, INC.|Recordkeeper|$1,289,872|—|$1,289,872|

| JANUS ASSOCIATES, INC. DBA BHS|Other Service Provider|$81,303|—|$81,303|

| DELTA DENTAL OF PENNSYLVANIA|Recordkeeper|$43,199|—|$43,199|

| RXBENEFITS, INC|Recordkeeper|$27,053|—|$27,053|

| LINCOLN NATIONAL LIFE INS CO|Recordkeeper|$21,511|—|$21,511|

### Verified Provider Profiles

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

- [LINCOLN NATIONAL LIFE INS CO](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,462,938

### 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|—|—|—|—|—|

| 2022|—|—|—|—|—|

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