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 (2020) 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 2020

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

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$242K

+38.9% from 2019

Total participants

0.0% from 2019

Average account balance

$60,425

+38.9% from 2019

Annual return

15.10%

+0.38 pp from 2019

Benchmarks

See 42,032 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort42,032 peers

Snapshot2020

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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$80

$13 / participant

Other / not subdivided$80100.0%

% of EOY assets

0.033%

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

$60,425

$115,814-47.8%

$101,275-40.3%

$158,982-62.0%

Participation rate

66.7%

79.4%-12.7pp

75.8%-9.1pp

82.0%-15.3pp

Annual return

15.10%

56.16%-41.1pp

46.48%-31.4pp

302.99%-287.9pp

Employer contribution / active EE

$1,572

$4,176-62.4%

$3,660-57.1%

$4,763-67.0%

Participant deferral / active EE

$5,336

$4,958+7.6%

$4,371+22.1%

$5,983-10.8%

Admin fee / account holder

$20

$7,249-99.7%

$5,948-99.7%

$11,252-99.8%

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