Retirement plan

MID-ATLANTIC POWER SPECIALISTS, LLC 401(K) PLAN

Name: MID-ATLANTIC POWER SPECIALISTS, LLC - MID-ATLANTIC POWER SPECIALISTS, LLC 401(K) PLAN (2025) Form 5500
Creator: MID-ATLANTIC POWER SPECIALISTS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MID-ATLANTIC POWER SPECIALISTS, LLC 401(K) PLAN, MID-ATLANTIC POWER SPECIALISTS, LLC

MID-ATLANTIC POWER SPECIALISTS, LLCEIN 54-1312255Plan #001PY 2025

42722 TRADE WEST DRIVE, SUITE 145 - STERLING, VA 20166703-741-4773midatlanticpower.comLinkedIn11-50 employeesutilities

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$307K

-90.7% from 2024

Total participants

+100.0% from 2024

Average account balance

$30,701

-95.4% from 2024

Annual return

2.17%

-5.92 pp from 2024

Benchmarks

See 37,822 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,822 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$307K

Not enough data

1 years with asset history on file

Average account balance

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

$31K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$148K

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

+2.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$321944

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 codes2E2G2R2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$3.2M

$321944 / participant

Other / not subdivided$3M100.0%

% of EOY assets

1048.641%

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

$30,701

$114,119-73.1%

$107,187-71.4%

$138,895-77.9%

Participation rate

100.0%

78.1%+21.9pp

75.0%+25.0pp

79.9%+20.1pp

Annual return

2.17%

273.21%-271.0pp

204.55%-202.4pp

145.39%-143.2pp

Employer contribution / active EE

$4,293

$4,059+5.8%

$3,782+13.5%

$4,194+2.3%

Participant deferral / active EE

$10,497

$5,538+89.5%

$5,096+106.0%

$6,396+64.1%

Admin fee / account holder

$321,944

$10,024+3111.8%

$9,162+3413.8%

$12,562+2462.8%

MID-ATLANTIC POWER SPECIALISTS, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MID-ATLANTIC POWER SPECIALISTS, 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