Del-Air Heating, Air Conditioning & Refrigeration 401(k) match, vesting and fees
What Del-Air Heating, Air Conditioning & Refrigeration'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen 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 523 defined-contribution plans in construction with 500 to 999 participants.
| Del-Air Heating, Air Conditioning & Refrigeration: employer contribution per participant | $1,176 | |
| Peer median | $2,361 |
| Del-Air Heating, Air Conditioning & Refrigeration: average balance | $12,864 | |
| Peer median | $60,193 |
| Del-Air Heating, Air Conditioning & Refrigeration: admin expenses ÷ assets | 0.55% | |
| 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 $8.4M at the end of plan year 2021 to $12M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 988 | $12M | $1.1M | $1,176 | 0.55% | Not published | Form 5500 ↗ |
| 2023 | 702 | $8.3M | $391K | $1,064 | 0.59% | Not published | Form 5500 ↗ |
| 2022 | 535 | $6.7M | $3,298 | $16 | 0.09% | Not published | Form 5500 ↗ |
| 2021 | 643 | $8.4M | — | — | 0.19% | Not published | Form 5500 ↗ |
Other Del-Air Heating, Air Conditioning & Refrigeration plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Employee Stock Ownership Plan and Trust for the Employees of Del-Air Heating, Air Conditioning and Refrigeration, Inc.
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.
| Independent auditor | Msl, P.A. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Del-Air Heating, Air Conditioning & Refrigeration match 401(k) contributions?
The match terms for the Del-Air 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $1.1M in employer contributions, about $1,176 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Del-Air Heating, Air Conditioning & Refrigeration 401(k) match vested?
The vesting schedule for the Del-Air 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Del-Air Heating, Air Conditioning & Refrigeration 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Del-Air Heating, Air Conditioning & Refrigeration, Inc..
I left Del-Air Heating, Air Conditioning & Refrigeration. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Del-Air Heating, Air Conditioning & Refrigeration, Inc., (407) 333-2665) or the recordkeeper, Fidelity Investments Institutional. The Del-Air Heating, Air Conditioning & Refrigeration old 401(k) page lists the contacts from every plan filing. Find an old Del-Air Heating, Air Conditioning & Refrigeration 401(k)
Data from the public Form 5500 annual reports Del-Air Heating, Air Conditioning & Refrigeration 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 Del-Air Heating, Air Conditioning & Refrigeration. Not financial advice. Report a correction · Methodology