Chas Roberts Air Conditioning 401(k) match, vesting and fees
What Chas Roberts 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 | Stancorp Financial Group | Schedule C ↗ |
| Independent auditor | Clifton Larson Allen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 118 defined-contribution plans in construction with 500 to 999 participants.
| Chas Roberts Air Conditioning: employer contribution per participant | $530 | |
| Peer median | $2,765 |
| Chas Roberts Air Conditioning: average balance | $45,105 | |
| Peer median | $76,416 |
| Chas Roberts Air Conditioning: admin expenses ÷ assets | 0.51% | |
| Peer median | 0.24% |
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 $21.6M at the end of plan year 2021 to $35.2M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 809 | $35.2M | $414K | $530 | 0.51% | Not published | Form 5500 ↗ |
| 2024 | 792 | $29.2M | $361K | $477 | 0.54% | Not published | Form 5500 ↗ |
| 2023 | 742 | $24.1M | $228K | $320 | 0.56% | Not published | Form 5500 ↗ |
| 2022 | 740 | $20M | $245K | $346 | 0.56% | Not published | Form 5500 ↗ |
| 2021 | 751 | $21.6M | $227K | $311 | 0.50% | Not published | Form 5500 ↗ |
Common questions
Does Chas Roberts Air Conditioning match 401(k) contributions?
The match terms for the Chas Roberts Air Conditioning, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $414K in employer contributions, about $530 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Chas Roberts Air Conditioning 401(k) match vested?
The vesting schedule for the Chas Roberts Air Conditioning, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Chas Roberts Air Conditioning 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Stancorp Financial Group. The plan administrator is Chas Roberts Air Conditioning, Inc..
I left Chas Roberts Air Conditioning. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Chas Roberts Air Conditioning, Inc., (602) 331-2693) or the recordkeeper, Stancorp Financial Group. The Chas Roberts Air Conditioning old 401(k) page lists the contacts from every plan filing. Find an old Chas Roberts Air Conditioning 401(k)
Data from the public Form 5500 annual reports Chas Roberts Air Conditioning filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Chas Roberts Air Conditioning. Not financial advice. Report a correction · Methodology