Retirement plan

SUPERIOR PLUMBING HEATING & MECHANICAL LLC 401(K) PLAN

Name: SUPERIOR PLUMBING HEATING & MECHANICAL LLC - SUPERIOR PLUMBING HEATING & MECHANICAL LLC 401(K) PLAN (2025) Form 5500
Creator: SUPERIOR PLUMBING HEATING & MECHANICAL LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUPERIOR PLUMBING HEATING & MECHANICAL LLC 401(K) PLAN, SUPERIOR PLUMBING HEATING & MECHANICAL LLC

SUPERIOR PLUMBING HEATING & MECHANICAL LLCEIN 04-3754513Plan #001PY 2025

87-16 101ST AVENUE, SUITE 1 - OZONE PARK, NY 11416212-995-1396LinkedIn11-50 employeesconstruction

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$144K

+120.8% from 2024

Total participants

0.0% from 2024

Average account balance

$36,079

+65.6% from 2024

Annual return

7.56%

-39.58 pp from 2024

Benchmarks

See 44,465 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort44,465 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$144K

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$74K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+7.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$178

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 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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$712

$142 / participant

Other / not subdivided$712100.0%

% of EOY assets

0.493%

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

$36,079

$111,535-67.7%

$105,223-65.7%

$137,256-73.7%

Participation rate

80.0%

78.1%+1.9pp

75.0%+5.0pp

80.0%0pp

Annual return

7.56%

237.85%-230.3pp

180.65%-173.1pp

220.34%-212.8pp

Employer contribution / active EE

$4,330

$3,939+9.9%

$3,689+17.4%

$4,156+4.2%

Participant deferral / active EE

$10,474

$5,500+90.4%

$5,072+106.5%

$6,407+63.5%

Admin fee / account holder

$178

$9,721-98.2%

$8,859-98.0%

$12,270-98.5%

SUPERIOR PLUMBING HEATING & MECHANICAL LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUPERIOR PLUMBING HEATING & MECHANICAL LLC 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