Plan Snapshot
- Plan Sponsor: Us Air Conditioning Distributors, LLC.
- Sponsor EIN: 260852920
- Sponsor Address: 16900 CHESTNUT STREET, CITY OF INDUSTRY, CA, 91748
- Plan Type: 401(k)
- Total Participants: 441
- Total Assets: $63.6M
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 | 441 | $63.6M | $1.1M | $2.2M |
| 2023 | 433 | $55.9M | $1.1M | $2.3M |
| 2022 | 420 | $47.7M | $1.6M | $2.1M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $127,895 | — | $127,895 |
| TALLEY, LLP | ACCOUNTANT | $37,300 | — | $37,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TALLEY, LLP — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $165,195
- Estimated Expense Ratio: 0.260% 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 | $165,196 | — | $127,896 | $37,300 | — |
| 2023 | $152,415 | — | $118,415 | $34,000 | — |
| 2022 | $134,685 | — | $117,735 | — | $16,950 |