Plan Snapshot
- Plan Sponsor: True Air Mechanical, INC.
- Sponsor EIN: 273944870
- Sponsor Address: 1801 CALIFORNIA AVENUE, CORONA, CA, 92881
- Plan Type: 401(k)
- Total Participants: 292
- Total Assets: $3.7M
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 | 292 | $3.7M | $2 | $329,000 |
| 2023 | 258 | $3.5M | $0 | $291,215 |
| 2022 | 277 | $2.8M | $221,508 | $389,702 |
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 |
|---|---|---|---|---|
| HM&M GROUP, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HM&M GROUP, 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 | $12,034 | — | — | — | — |
| 2023 | $17,138 | — | — | — | — |
| 2022 | $17,241 | — | — | — | — |