Retirement plan

AMERICAN AIR LIQUIDE HOLDINGS, INC. ENHANCED SAVINGS PLAN

Name: AMERICAN AIR LIQUIDE HOLDINGS, INC. - AMERICAN AIR LIQUIDE HOLDINGS, INC. ENHANCED SAVINGS PLAN (2023) Form 5500
Creator: AMERICAN AIR LIQUIDE HOLDINGS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN AIR LIQUIDE HOLDINGS, INC. ENHANCED SAVINGS PLAN, AMERICAN AIR LIQUIDE HOLDINGS, INC.

AMERICAN AIR LIQUIDE HOLDINGS, INC.EIN 75-3174747Plan #007PY 2023

9811 KATY FREEWAY, SUITE 100 - HOUSTON, TX 77479713-624-8216

Other plans on this EIN

2 filings

#008Retirement-$1.98B assets #001Retirement-$494.6M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$732.4M

+20.2% from 2016

Total participants

4,542

+13.8% from 2016

Average account balance

$167,633

-24.0% from 2016

Annual return

17.20%

+28.20 pp from 2016

Benchmarks

See 809 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort809 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$763.68M

Not enough data

1 years with asset history on file

Average account balance

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

$178K

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.

4,293

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.

92.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$56.14M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+6.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$71

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$214,017
WILLIS TOWERS WATSON US LLC9+ years Filed as: TOWERS WATSON Service code 16 WILLIS TOWER · CHICAGO, IL 60606	Consulting	$111,668
WEAVER AND TIDWELL, LLP6 years Service code 10 2821 WEST 7TH STREET · FORT WORTH, TX 76107	Accounting	$14,111
ALIGHT SOLUTIONS LLC1 year Service code 16 P.O. BOX 95135 · CHICAGO, IL 60694	Consulting	$5,400

Plan features & details

Pension benefit codes2E2F2J2K2S2T3D

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).
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$412K

$140 / participant

Recordkeeping$204K49.6%
Other trustee fees$67K16.2%
Other / not subdivided$141K34.2%

% of EOY assets

0.056%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WEAVER AND TIDWELL, LLP
Auditor EIN: 750786316
Audit fees: $14,111
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$167,633

$104,544+60.3%

$96,564+73.6%

$80,187+109.1%

Participation rate

94.1%

86.4%+7.8pp

76.0%+18.1pp

72.9%+21.2pp

Annual return

17.20%

21.79%-4.6pp

25.89%-8.7pp

40.40%-23.2pp

Employer contribution / active EE

$8,883

$3,527+151.8%

$2,967+199.4%

$2,980+198.1%

Participant deferral / active EE

$10,491

$6,170+70.0%

$4,852+116.2%

$5,016+109.1%

Admin fee / account holder

$94

$107-11.7%

$8,256-98.9%

$145-34.9%

Provider

Service type

Compensation

T ROWE PRICE RPS INC9+ years

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$214,017

WILLIS TOWERS WATSON US LLC9+ years

Filed as: TOWERS WATSON

Service code 16

WILLIS TOWER · CHICAGO, IL 60606

Consulting

$111,668

WEAVER AND TIDWELL, LLP6 years

Service code 10

2821 WEST 7TH STREET · FORT WORTH, TX 76107

Accounting

$14,111

ALIGHT SOLUTIONS LLC1 year

Service code 16

P.O. BOX 95135 · CHICAGO, IL 60694

Consulting

$5,400

AMERICAN AIR LIQUIDE HOLDINGS, INC. ENHANCED SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN AIR LIQUIDE HOLDINGS, INC. ENHANCED SAVINGS 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