Retirement plan

A/W MECHANICAL SERVICES, INC. PROFIT SHARING PLAN

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

A/W MECHANICAL SERVICES, INC. PROFIT SHARING PLANEIN 74-1718342Plan #001PY 2025

PO BOX 70308 - HOUSTON, TX 772700308713-869-7584

Prospect flagsLow returnsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.9M

+4.7% from 2024

Total participants

-40.0% from 2024

Average account balance

$57,724

+13.1% from 2024

Annual return

10.76%

-9.41 pp from 2024

Benchmarks

See 1,662 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort1,662 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.89M

Not enough data

1 years with asset history on file

Average account balance

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

$58K

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.

92.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$175K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+10.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6844

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 codes2E2F2G2J

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.

Opportunity flags

3 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).

Expense breakdown

Schedule H Part II

Admin total

$342K

$6337 / participant

Other / not subdivided$342K100.0%

% of EOY assets

11.856%

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

$57,724

$69,590-17.1%

$136,867-57.8%

$94,015-38.6%

Participation rate

92.6%

66.3%+26.3pp

74.5%+18.0pp

70.8%+21.8pp

Annual return

10.76%

19.62%-8.9pp

42.97%-32.2pp

17.84%-7.1pp

Employer contribution / active EE

$1,705

$2,396-28.9%

$3,547-51.9%

$2,790-38.9%

Participant deferral / active EE

$1,545

$3,437-55.0%

$4,924-68.6%

$4,249-63.6%

Admin fee / account holder

$6,844

$8,912-23.2%

$10,340-33.8%

$8,951-23.5%

A/W MECHANICAL SERVICES, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

A/W MECHANICAL SERVICES, 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