Air-Conditioning, Heating and Refrigeration Institute 401(k) match, vesting and fees
What Air-Conditioning, Heating and Refrigeration Institute's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | T Rowe Price Rps Inc | Schedule C ↗ |
| Independent auditor | Cohnreznick, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Air-Conditioning, Heating and Refrigeration Institute: employer contribution per participant | $4,162 | |
| Peer median | $1,803 |
| Air-Conditioning, Heating and Refrigeration Institute: average balance | $158,264 | |
| Peer median | $48,934 |
| Air-Conditioning, Heating and Refrigeration Institute: admin expenses ÷ assets | 0.20% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $22.5M at the end of plan year 2021 to $26.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 178 | $26.6M | $699K | $4,162 | 0.20% | Not published | Form 5500 ↗ |
| 2023 | 172 | $22.1M | $868K | $5,291 | 0.19% | Not published | Form 5500 ↗ |
| 2022 | 164 | $19.3M | $605K | $3,689 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 154 | $22.5M | $584K | $3,814 | 0.03% | Not published | Form 5500 ↗ |
Common questions
Does Air-Conditioning, Heating and Refrigeration Institute match 401(k) contributions?
The match terms for the Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $699K in employer contributions, about $4,162 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Air-Conditioning, Heating and Refrigeration Institute 401(k) match vested?
The vesting schedule for the Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Air-Conditioning, Heating and Refrigeration Institute 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is T Rowe Price Rps Inc. The plan administrator is Air-Conditioning, Heating and Refrigeration Institute.
I left Air-Conditioning, Heating and Refrigeration Institute. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Air-Conditioning, Heating and Refrigeration Institute, (703) 600-0347) or the recordkeeper, T Rowe Price Rps Inc. The Air-Conditioning, Heating and Refrigeration Institute old 401(k) page lists the contacts from every plan filing. Find an old Air-Conditioning, Heating and Refrigeration Institute 401(k)
Data from the public Form 5500 annual reports Air-Conditioning, Heating and Refrigeration Institute filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Air-Conditioning, Heating and Refrigeration Institute. Not financial advice. Report a correction · Methodology