Bryant Heating & Cooling 401(k) match, vesting and fees
What Bryant Heating & Cooling'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 Svcs. | Schedule C ↗ |
| Independent auditor | Rfh, PLLC (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 74,438 defined-contribution plans in construction with fewer than 100 participants.
| Bryant Heating & Cooling: employer contribution per participant | $2,619 | |
| Peer median | $2,171 |
| Bryant Heating & Cooling: average balance | $80,091 | |
| Peer median | $50,460 |
| Bryant Heating & Cooling: admin expenses ÷ assets | 0.96% | |
| Peer median | 0.50% |
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 $5.8M at the end of plan year 2021 to $7.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 197 | $7.7M | $251K | $2,619 | 0.96% | Not published | Form 5500 ↗ |
| 2023 | 186 | $6.5M | $273K | $2,707 | 0.95% | Not published | Form 5500 ↗ |
| 2022 | 175 | $5.3M | $215K | $2,089 | 0.48% | Not published | Form 5500 ↗ |
| 2021 | 130 | $5.8M | $206K | $2,392 | <0.01% | Not published | 5500-SF ↗ |
Common questions
Does Bryant Heating & Cooling match 401(k) contributions?
The match terms for the Bryant Heating & Cooling, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $251K in employer contributions, about $2,619 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bryant Heating & Cooling 401(k) match vested?
The vesting schedule for the Bryant Heating & Cooling, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bryant Heating & Cooling 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Capital Group Retirement Plan Svcs.. The plan administrator is Bryant Heating & Cooling, Inc..
I left Bryant Heating & Cooling. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bryant Heating & Cooling, Inc., (502) 363-2451) or the recordkeeper, Capital Group Retirement Plan Svcs.. The Bryant Heating & Cooling old 401(k) page lists the contacts from every plan filing. Find an old Bryant Heating & Cooling 401(k)
Data from the public Form 5500 annual reports Bryant Heating & Cooling 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 Bryant Heating & Cooling. Not financial advice. Report a correction · Methodology