Retirement plan

COMPLETE HVAC SYSTEMS CO., LLC 401(K) RETIREMENT PLAN

Name: COMPLETE HVAC SYSTEMS CO., LLC - COMPLETE HVAC SYSTEMS CO., LLC 401(K) RETIREMENT PLAN (2018) Form 5500
Creator: COMPLETE HVAC SYSTEMS CO., LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMPLETE HVAC SYSTEMS CO., LLC 401(K) RETIREMENT PLAN, COMPLETE HVAC SYSTEMS CO., LLC

COMPLETE HVAC SYSTEMS CO., LLCEIN 04-3515076Plan #001PY 2018

110 WORCESTER ROAD - STERLING, MA 01564978-422-4522

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$142K

+32.4% from 2017

Total participants

0.0% from 2017

Average account balance

$35,518

+32.4% from 2017

Annual return

-5.57%

-22.14 pp from 2017

Benchmarks

See 38,940 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,940 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$697K

Not enough data

1 years with asset history on file

Average account balance

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

$116K

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.

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$66K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+15.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$35

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 codes2E2G2J3D2F

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$60

$12 / participant

Other / not subdivided$60100.0%

% of EOY assets

0.042%

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

$35,518

$97,732-63.7%

$83,831-57.6%

$135,380-73.8%

Participation rate

80.0%

80.0%0pp

76.1%+3.9pp

82.6%-2.6pp

Annual return

-5.57%

1287.56%-1293.1pp

850.99%-856.6pp

519.81%-525.4pp

Employer contribution / active EE

$3,076

$4,222-27.1%

$3,631-15.3%

$4,779-35.6%

Participant deferral / active EE

$5,065

$4,683+8.2%

$4,082+24.1%

$5,609-9.7%

Admin fee / account holder

$15

$6,675-99.8%

$5,479-99.7%

$10,828-99.9%

COMPLETE HVAC SYSTEMS CO., LLC 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMPLETE HVAC SYSTEMS CO., LLC 401(K) RETIREMENT 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