Plan Snapshot
- Plan Sponsor: Thermo King West, INC.
- Sponsor EIN: 860962146
- Sponsor Address: 8800 WEST BUCKEYE ROAD, TOLLESON, AZ, 853539376
- Plan Type: 401(k)
- Total Participants: 252
- Total Assets: $10.0M
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 | 252 | $10.0M | $422,799 | $1.0M |
| 2023 | 195 | $9.2M | $370,405 | $947,780 |
| 2022 | 197 | $7.0M | $285,594 | $724,344 |
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 |
|---|---|---|---|---|
| KIMBERLIN COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIMBERLIN COMPANY, 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 | $52,424 | — | $52,424 | — | — |
| 2023 | $54,016 | — | $54,016 | — | — |
| 2022 | $50,860 | — | $50,860 | — | — |