Retirement plan

TREASURE COAST AIR CONDITIONING, INC. 401(K) PLAN

Name: TREASURE COAST AIR CONDITIONING, INC. - TREASURE COAST AIR CONDITIONING, INC. 401(K) PLAN (2025) Form 5500
Creator: TREASURE COAST AIR CONDITIONING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TREASURE COAST AIR CONDITIONING, INC. 401(K) PLAN, TREASURE COAST AIR CONDITIONING, INC.

TREASURE COAST AIR CONDITIONING, INC.EIN 65-0230122Plan #001PY 2025

1055 SW MARTIN DOWNS BLVD. - PALM CITY, FL 34990772-692-1701LinkedIn1-10 employeesindividual & family services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$801K

+25.4% from 2024

Total participants

-35.7% from 2024

Average account balance

$50,060

+72.4% from 2024

Annual return

16.75%

-1.60 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

$801K

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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.

145.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$141K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+16.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5468

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 codes2G2J2R3D

Plan features

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

$87K

$7954 / participant

Other / not subdivided$87K100.0%

% of EOY assets

10.923%

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

$50,060

$111,535-55.1%

$105,223-52.4%

$137,256-63.5%

Participation rate

81.8%

78.1%+3.7pp

75.0%+6.8pp

80.0%+1.9pp

Annual return

16.75%

237.85%-221.1pp

180.65%-163.9pp

220.34%-203.6pp

Employer contribution / active EE

$4,215

$3,939+7.0%

$3,689+14.3%

$4,156+1.4%

Participant deferral / active EE

$8,615

$5,500+56.6%

$5,072+69.9%

$6,407+34.5%

Admin fee / account holder

$5,468

$9,721-43.8%

$8,859-38.3%

$12,270-55.4%

TREASURE COAST AIR CONDITIONING, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TREASURE COAST AIR CONDITIONING, 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