Retirement plan

GAUTHIER HEATING AND COOLING 401(K) PLAN

Name: GAUTHIER HEATING AND COOLING, LLC - GAUTHIER HEATING AND COOLING 401(K) PLAN (2024) Form 5500
Creator: GAUTHIER HEATING AND COOLING, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GAUTHIER HEATING AND COOLING 401(K) PLAN, GAUTHIER HEATING AND COOLING, LLC

GAUTHIER HEATING AND COOLING, LLCEIN 02-0712473Plan #001PY 2024

5401 N. US HWY 23 - BLACK RIVER, MI 48721989-471-2478LinkedIn11-50 employeesindividual & family services

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$233K

No prior year

Total participants

No prior year

Average account balance

$46,587

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 54,805 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort54,805 peers

Snapshot2024

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

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

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 codes2E2J2F2G3D

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$1K

$122 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.472%

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

$46,587

$110,379-57.8%

$102,412-54.5%

$145,884-68.1%

Participation rate

55.6%

77.9%-22.4pp

74.5%-18.9pp

80.3%-24.7pp

Annual return

0.00%

24.84%-24.8pp

24.94%-24.9pp

551.85%-551.8pp

Employer contribution / active EE

$1,554

$4,216-63.1%

$3,870-59.9%

$4,662-66.7%

Participant deferral / active EE

$1,872

$5,622-66.7%

$5,060-63.0%

$6,690-72.0%

Admin fee / account holder

$220

$9,745-97.7%

$8,388-97.4%

$13,392-98.4%

GAUTHIER HEATING AND COOLING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GAUTHIER HEATING AND COOLING 401(K) 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