Plan Snapshot
- Plan Sponsor: Thermo King Fresno, INC.
- Sponsor EIN: 770015018
- Sponsor Address: 3247 E ANADALE AVE, FRESNO, CA, 937251902
- Plan Type: 401(k)
- Total Participants: 217
- Total Assets: $10.3M
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 | 217 | $10.3M | $127,325 | $759,215 |
| 2023 | 184 | $8.9M | $117,507 | $688,017 |
| 2022 | 175 | $7.0M | $97,795 | $582,373 |
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 |
|---|---|---|---|---|
| DRITSAS GROOM MCCORMICK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DRITSAS GROOM MCCORMICK LLP — 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 | $26,726 | — | $26,726 | — | — |
| 2023 | $3,997 | — | $3,997 | — | — |
| 2022 | $3,010 | — | $3,010 | — | — |