Plan Snapshot
- Plan Sponsor: Thermo King Midwest, INC.
- Sponsor EIN: 351007407
- Sponsor Address: 817 SOUTH TIBBS, INDIANAPOLIS, IN, 46241
- Plan Type: 401(k)
- Total Participants: 136
- Total Assets: $7.8M
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 | 136 | $7.8M | $135,804 | $381,682 |
| 2023 | 119 | $6.7M | $112,927 | $335,926 |
| 2022 | 112 | $6.2M | $127,401 | $354,459 |
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 |
|---|---|---|---|---|
| BLUE & CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE & CO., 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 | $28,143 | $6,893 | $10,911 | — | — |
| 2023 | $23,753 | $5,799 | $9,228 | — | — |
| 2022 | $25,088 | $25,088 | — | — | — |