Retirement plan

INTEGRATED COMFORT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN

Name: INTEGRATED COMFORT SOLUTIONS, INC. - INTEGRATED COMFORT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: INTEGRATED COMFORT SOLUTIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTEGRATED COMFORT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN, INTEGRATED COMFORT SOLUTIONS, INC.

INTEGRATED COMFORT SOLUTIONS, INC.EIN 20-4343513Plan #001PY 2024

10283 IRON ROCK WAY, SUITE 200 - ELK GROVE, CA 95624916-686-5577

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$557K

+15.6% from 2023

Total participants

0.0% from 2023

Average account balance

$50,663

-5.4% from 2023

Annual return

8.64%

-3.94 pp from 2023

Benchmarks

See 54,915 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort54,915 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$557K

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

91.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$60K

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

+8.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2530

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 codes2F2G2J2T3D

Plan features

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$28K

$2319 / participant

Other / not subdivided$28K100.0%

% of EOY assets

4.994%

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

$50,663

$111,814-54.7%

$103,378-51.0%

$145,978-65.3%

Participation rate

75.0%

77.9%-2.9pp

74.5%+0.5pp

80.3%-5.3pp

Annual return

8.64%

24.80%-16.2pp

24.91%-16.3pp

550.52%-541.9pp

Employer contribution / active EE

$2,155

$4,215-48.9%

$3,870-44.3%

$4,662-53.8%

Participant deferral / active EE

$2,883

$5,618-48.7%

$5,058-43.0%

$6,690-56.9%

Admin fee / account holder

$2,530

$9,764-74.1%

$8,401-69.9%

$13,400-81.1%

INTEGRATED COMFORT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTEGRATED COMFORT SOLUTIONS, INC. 401(K) PROFIT SHARING 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