Barron Heating & Air Conditioning 401(k) match, vesting and fees
What Barron Heating & Air Conditioning'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 | Capital Group Retirement Plan Serv. | Schedule C ↗ |
| Independent auditor | Sweeney Conrad Cpa, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 3,874 defined-contribution plans in construction with 100 to 499 participants.
| Barron Heating & Air Conditioning: employer contribution per participant | $1,112 | |
| Peer median | $2,411 |
| Barron Heating & Air Conditioning: average balance | $56,083 | |
| Peer median | $61,921 |
| Barron Heating & Air Conditioning: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.39% |
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 $7.5M at the end of plan year 2021 to $10.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 212 | $10.7M | $211K | $1,112 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 249 | $9.8M | $236K | $1,052 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 235 | $7.2M | $210K | $1,012 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 192 | $7.5M | $175K | $985 | 0.03% | Not published | Form 5500 ↗ |
Common questions
Does Barron Heating & Air Conditioning match 401(k) contributions?
The match terms for the Barron Heating & Air Conditioning, Inc. 401(K)profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $211K in employer contributions, about $1,112 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Barron Heating & Air Conditioning 401(k) match vested?
The vesting schedule for the Barron Heating & Air Conditioning, Inc. 401(K)profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Barron Heating & Air Conditioning 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Capital Group Retirement Plan Serv.. The plan administrator is Barron Heating & Air Conditioning, Inc..
I left Barron Heating & Air Conditioning. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Barron Heating & Air Conditioning, Inc., (360) 676-1131) or the recordkeeper, Capital Group Retirement Plan Serv.. The Barron Heating & Air Conditioning old 401(k) page lists the contacts from every plan filing. Find an old Barron Heating & Air Conditioning 401(k)
Data from the public Form 5500 annual reports Barron Heating & Air Conditioning 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 Barron Heating & Air Conditioning. Not financial advice. Report a correction · Methodology