Plan Snapshot
- Plan Sponsor: Therm-X Of California, INC.
- Sponsor EIN: 942393175
- Sponsor Address: 3200 INVESTMENT BLVD., HAYWARD, CA, 94545
- Plan Type: 401(k)
- Total Participants: 289
- Total Assets: $14.0M
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 | 289 | $14.0M | $561,489 | $1.3M |
| 2023 | 275 | $11.5M | $471,817 | $1.1M |
| 2022 | 272 | $9.1M | $468,948 | $1.1M |
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 |
|---|---|---|---|---|
| SCOTT MILLER CPA AND ASSOCIATES, PC | Auditor | $12,500 | — | $12,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCOTT MILLER CPA AND ASSOCIATES, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,500
- Estimated Expense Ratio: 0.089% 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 | $116,305 | — | — | $12,500 | — |
| 2023 | $104,296 | — | — | $12,500 | — |
| 2022 | $90,690 | — | — | — | $12,792 |