Retirement plan

ALL STATES MECHANICAL 401(K) PLAN

Name: ALL STATES MECHANICAL LLC - ALL STATES MECHANICAL 401(K) PLAN (2024) Form 5500
Creator: ALL STATES MECHANICAL LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALL STATES MECHANICAL 401(K) PLAN, ALL STATES MECHANICAL LLC

ALL STATES MECHANICAL LLCEIN 20-0601148Plan #001PY 2024

6981 SOUTH 400 WEST - MIDVALE, UT 840471012801-255-4004allstatesmechanical.comLinkedIn11-50 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$121K

+32.4% from 2023

Total participants

-45.5% from 2023

Average account balance

$20,137

+32.4% from 2023

Annual return

11.28%

-7.06 pp from 2023

Benchmarks

See 54,852 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort54,852 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$179K

Not enough data

1 years with asset history on file

Average account balance

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

$30K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$38K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+16.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2J

Plan features

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.

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

$7K

$1187 / participant

Other / not subdivided$7K100.0%

% of EOY assets

5.895%

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

$20,137

$110,337-81.7%

$102,383-80.3%

$145,877-86.2%

Participation rate

100.0%

77.9%+22.1pp

74.5%+25.5pp

80.3%+19.7pp

Annual return

11.28%

24.83%-13.6pp

24.94%-13.7pp

551.28%-540.0pp

Employer contribution / active EE

$1,420

$4,216-66.3%

$3,870-63.3%

$4,663-69.6%

Participant deferral / active EE

$2,941

$5,621-47.7%

$5,060-41.9%

$6,691-56.0%

Admin fee / account holder

$1,187

$9,750-87.8%

$8,391-85.9%

$13,402-91.1%

ALL STATES MECHANICAL 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALL STATES MECHANICAL 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