Retirement plan

OAK BROOK MECHANICAL SERVICES, INC. 401(K) PLAN

Name: OAK BROOK MECHANICAL SERVICES, INC. - OAK BROOK MECHANICAL SERVICES, INC. 401(K) PLAN (2025) Form 5500
Creator: OAK BROOK MECHANICAL SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OAK BROOK MECHANICAL SERVICES, INC. 401(K) PLAN, OAK BROOK MECHANICAL SERVICES, INC.

OAK BROOK MECHANICAL SERVICES, INC.EIN 36-2826084Plan #001PY 2025

961 S. ROUTE 83 - ELMHURST, IL 60126630-941-3555omshvac.comLinkedIn11-50 employeesfacilities services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3M

+1.0% from 2024

Total participants

0.0% from 2024

Average account balance

$150,783

+1.0% from 2024

Annual return

17.03%

+6.86 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

$3.02M

Not enough data

1 years with asset history on file

Average account balance

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

$151K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$143K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+17.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$31108

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 codes2E2F2G2J3D

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

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

$622K

$38885 / participant

Other / not subdivided$622K100.0%

% of EOY assets

20.631%

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

$150,783

$111,535+35.2%

$105,223+43.3%

$137,256+9.9%

Participation rate

100.0%

78.1%+21.9pp

75.0%+25.0pp

80.0%+20.0pp

Annual return

17.03%

237.85%-220.8pp

180.65%-163.6pp

220.34%-203.3pp

Employer contribution / active EE

$3,675

$3,939-6.7%

$3,689-0.4%

$4,156-11.6%

Participant deferral / active EE

$5,237

$5,500-4.8%

$5,072+3.3%

$6,407-18.3%

Admin fee / account holder

$31,108

$9,721+220.0%

$8,859+251.2%

$12,270+153.5%

OAK BROOK MECHANICAL SERVICES, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OAK BROOK MECHANICAL SERVICES, INC. 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