Retirement plan

LEA HEATING & AIR CONDITIONING CO., INC. EMPLOYEES PROFIT SHARING AND SAVINGS PLAN & TRUST

Name: LEA HEATING & AIR CONDITIONING CO., INC. - LEA HEATING & AIR CONDITIONING CO., INC. EMPLOYEES PROFIT SHARING AND SAVINGS PLAN & TRUST (2025) Form 5500
Creator: LEA HEATING & AIR CONDITIONING CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LEA HEATING & AIR CONDITIONING CO., INC. EMPLOYEES PROFIT SHARING AND SAVINGS PLAN & TRUST, LEA HEATING & AIR CONDITIONING CO., INC.

LEA HEATING & AIR CONDITIONING CO., INC.EIN 36-3227835Plan #002PY 2025

570 ROCK ROAD, SUITE C - EAST DUNDEE, IL 601182448847-428-6660leaheating.comLinkedIn1-10 employeesindividual & family services

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2M

-18.4% from 2024

Total participants

-28.6% from 2024

Average account balance

$392,093

+14.3% from 2024

Annual return

11.14%

+4.06 pp from 2024

Benchmarks

See 10,478 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort10,478 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.96M

Not enough data

1 years with asset history on file

Average account balance

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

$392K

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

$38K

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

+11.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$150942

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 codes2E2F2G2J2T3D

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.
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.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$755K

$188677 / participant

Other / not subdivided$755K100.0%

% of EOY assets

38.496%

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

$392,093

$171,492+128.6%

$150,734+160.1%

$198,609+97.4%

Participation rate

100.0%

81.4%+18.6pp

78.4%+21.6pp

82.4%+17.6pp

Annual return

11.14%

804.70%-793.6pp

600.81%-589.7pp

202.70%-191.6pp

Employer contribution / active EE

$2,844

$5,470-48.0%

$4,918-42.2%

$5,055-43.7%

Participant deferral / active EE

$6,568

$6,259+4.9%

$5,610+17.1%

$6,977-5.9%

Admin fee / account holder

$150,942

$17,628+756.3%

$14,905+912.7%

$19,030+693.2%

LEA HEATING & AIR CONDITIONING CO., INC. EMPLOYEES PROFIT SHARING AND SAVINGS PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LEA HEATING & AIR CONDITIONING CO., INC. EMPLOYEES PROFIT SHARING AND SAVINGS PLAN & TRUST

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