# United Heating And Cooling Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/united-heating-and-cooling-incorporated-401k-plan

> United Heating And Cooling Incorporated's 401(k) plan: 177 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/ac-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|—|—|

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