Retirement plan

TRICO MECHANICAL CONTRACTORS, INC. PROFIT SHARING PLAN

Name: TRICO MECHANICAL CONTRACTORS, INC. - TRICO MECHANICAL CONTRACTORS, INC. PROFIT SHARING PLAN (2025) Form 5500
Creator: TRICO MECHANICAL CONTRACTORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRICO MECHANICAL CONTRACTORS, INC. PROFIT SHARING PLAN, TRICO MECHANICAL CONTRACTORS, INC.

TRICO MECHANICAL CONTRACTORS, INC.EIN 01-0433963Plan #001PY 2025

2800 W. NAVY BLVD. - PENSACOLA, FL 325058020850-436-4433trico-mechanical-contractors-inc.hub.bizLinkedIn51-200 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$10.8M

+23.3% from 2024

Total participants

133

+5.6% from 2024

Average account balance

$88,665

+12.1% from 2024

Annual return

19.54%

+4.48 pp from 2024

Benchmarks

See 489 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort489 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$10.82M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$89K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

122

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

118.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$574K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.54%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$2061

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$251K

$2441 / participant

Other / not subdivided$251K100.0%

% of EOY assets

2.324%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$88,665

$45,900+93.2%

$94,057-5.7%

$64,340+37.8%

Participation rate

89.3%

50.6%+38.7pp

73.3%+16.0pp

55.2%+34.1pp

Annual return

19.54%

50.47%-30.9pp

480.62%-461.1pp

24.14%-4.6pp

Employer contribution / active EE

$2,258

$1,612+40.1%

$2,933-23.0%

$1,862+21.3%

Participant deferral / active EE

$3,319

$2,102+57.9%

$4,709-29.5%

$2,980+11.4%

Admin fee / account holder

$2,061

$3,143-34.4%

$7,244-71.6%

$3,703-44.3%

TRICO MECHANICAL CONTRACTORS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRICO MECHANICAL CONTRACTORS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion