# Thermo King Fresno, INC. 401(k) Plan
Source: https://planprovider.pro/companies/thermo-king-fresno-inc-401k-plan

> Thermo King Fresno, INC.'s 401(k) plan: 217 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$26,725|—|$26,725|

| LPL FINANCIAL LLC|OTHER SERVICES|—|$23,536|$23,536|

| DRITSAS GROOM MCCORMICK LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/equitable) — OTHER SERVICES

- [DRITSAS GROOM MCCORMICK LLP](https://planprovider.pro/provider/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:** $50,261

- **Estimated Expense Ratio:** 0.487% 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|$26,726|—|$26,726|—|—|

| 2023|$3,997|—|$3,997|—|—|

| 2022|$3,010|—|$3,010|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/thermo-king-fresno-inc-401k-plan)

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