Retirement plan

ALCORN AIRE, INC. 401(K) RETIREMENT PLAN

Name: ALCORN AIRE, INC. - ALCORN AIRE, INC. 401(K) RETIREMENT PLAN (2026) Form 5500
Creator: ALCORN AIRE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALCORN AIRE, INC. 401(K) RETIREMENT PLAN, ALCORN AIRE, INC.

ALCORN AIRE, INC.EIN 77-0445799Plan #001PY 2026

PO BOX 60356 - BAKERSFIELD, CA 93386661-323-1992alcornaire.comLinkedIn1-10 employeesmechanical or industrial engineering

Prospect flagsHigh feesLow assets / participant

How to read this page

Total assets (EOY)

$207K

-90.7% from 2025

Total participants

-45.5% from 2025

Average account balance

$34,469

-83.0% from 2025

Annual return

8.22%

-4.75 pp from 2025

Benchmarks

See 612 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort612 peers

Snapshot2026

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

Analytics

Total assets (EOY)

Plan-year ending balance

$207K

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

300.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$75K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$38K

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

+8.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$380401

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 codes2E2F2G2J2T3D

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.
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2.3M

$1141204 / participant

Other / not subdivided$2M100.0%

% of EOY assets

1103.594%

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

$34,469

$305,245-88.7%

$258,236-86.7%

$428,746-92.0%

Participation rate

100.0%

85.7%+14.3pp

81.9%+18.1pp

88.2%+11.8pp

Annual return

8.22%

-5.74%+14.0pp

-3.31%+11.5pp

331.92%-323.7pp

Employer contribution / active EE

$22,746

$9,167+148.1%

$7,891+188.2%

$8,363+172.0%

Participant deferral / active EE

$14,836

$5,791+156.2%

$5,237+183.3%

$5,961+148.9%

Admin fee / account holder

$380,401

$16,482+2207.9%

$14,475+2528.0%

$31,735+1098.7%

ALCORN AIRE, INC. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALCORN AIRE, INC. 401(K) RETIREMENT 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