Retirement plan

E. C. STOKES MECHANICAL CONTRACTOR, INC. PROFIT SHARING PLAN

Name: E. C. STOKES MECHANICAL CONTRACTOR, INC. - E. C. STOKES MECHANICAL CONTRACTOR, INC. PROFIT SHARING PLAN (2025) Form 5500
Creator: E. C. STOKES MECHANICAL CONTRACTOR, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, E. C. STOKES MECHANICAL CONTRACTOR, INC. PROFIT SHARING PLAN, E. C. STOKES MECHANICAL CONTRACTOR, INC.

E. C. STOKES MECHANICAL CONTRACTOR, INC.EIN 59-1236903Plan #001PY 2025

2001 7TH AVE N - LAKE WORTH BEACH, FL 33461561-582-3589LinkedIn1-10 employees

Prospect flagsLow returnsHigh feesHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$4.2M

+9.9% from 2024

Total participants

-15.0% from 2024

Average account balance

$262,772

+37.4% from 2024

Annual return

3.38%

-6.78 pp from 2024

Benchmarks

See 17,684 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort17,684 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.20M

Not enough data

1 years with asset history on file

Average account balance

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

$263K

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.

106.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$250K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+3.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2208

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 codes2E

Plan features

2E
Profit-sharing
Profit-sharing plan.

Opportunity flags

4 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.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$35K

$2356 / participant

Other / not subdivided$35K100.0%

% of EOY assets

0.840%

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

$262,772

$134,817+94.9%

$123,973+112.0%

$155,188+69.3%

Participation rate

93.3%

79.4%+13.9pp

76.7%+16.7pp

80.8%+12.5pp

Annual return

3.38%

515.49%-512.1pp

388.13%-384.7pp

148.84%-145.5pp

Employer contribution / active EE

$16,667

$4,425+276.6%

$4,126+304.0%

$4,248+292.4%

Participant deferral / active EE

$5,706-100.0%

$5,247-100.0%

$6,531-100.0%

Admin fee / account holder

$2,208

$13,245-83.3%

$11,799-81.3%

$14,480-84.7%

E. C. STOKES MECHANICAL CONTRACTOR, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

E. C. STOKES MECHANICAL CONTRACTOR, INC. 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