Plan Snapshot
- Plan Sponsor: United Heating And Cooling Incorporated
- Sponsor EIN: 431563674
- Sponsor Address: 301 DUCK ROAD, GRANDVIEW, MO, 64030
- Plan Type: 401(k)
- Total Participants: 177
- Total Assets: $9.1M
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 | 177 | $9.1M | $129,319 | $477,890 |
| 2023 | 163 | $8.5M | $130,845 | $457,018 |
| 2022 | 176 | $7.2M | $132,988 | $488,130 |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING, INC. | ADVISOR | $43,130 | — | $43,130 |
| NEWPORT GROUP, INC. | RECORDKEEPER | $25,223 | — | $25,223 |
| A.C. EVANS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- A.C. EVANS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,353
- Estimated Expense Ratio: 0.747% 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 | $68,352 | $43,130 | $6,728 | — | — |
| 2023 | $54,076 | $35,692 | $6,643 | — | — |
| 2022 | $54,574 | $35,929 | $18,645 | — | — |