Retirement plan

CLIMATICS MECHANICAL GROUP 401(K) PLAN

Name: EHP P&H INTERMEDIATECO, LLC - CLIMATICS MECHANICAL GROUP 401(K) PLAN (2024) Form 5500
Creator: EHP P&H INTERMEDIATECO, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CLIMATICS MECHANICAL GROUP 401(K) PLAN, EHP P&H INTERMEDIATECO, LLC

EHP P&H INTERMEDIATECO, LLCEIN 87-1334246Plan #001PY 2024

990 PAULY DRIVE - ELK GROVE VILLAGE, IL 60007847-593-0123

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.4M

+90.1% from 2023

Total participants

+3.9% from 2023

Average account balance

$117,334

-21.5% from 2023

Annual return

0.00%

-17.63 pp from 2023

Benchmarks

See 18,562 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort18,562 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.40M

Not enough data

1 years with asset history on file

Average account balance

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

$117K

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.

84.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$272K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+0.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9041

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 codes2F2G2T3D2S2E

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.
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

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

$416K

$9452 / participant

Other / not subdivided$416K100.0%

% of EOY assets

7.705%

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

$117,334

$81,457+44.0%

$103,378+13.5%

$80,911+45.0%

Participation rate

84.1%

66.8%+17.2pp

74.5%+9.6pp

67.6%+16.4pp

Annual return

0.00%

25.58%-25.6pp

24.91%-24.9pp

35.63%-35.6pp

Employer contribution / active EE

$2,472

$3,107-20.4%

$3,870-36.1%

$2,756-10.3%

Participant deferral / active EE

$3,714

$3,871-4.0%

$5,058-26.6%

$4,297-13.6%

Admin fee / account holder

$9,041

$6,717+34.6%

$8,401+7.6%

$6,935+30.4%

CLIMATICS MECHANICAL GROUP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CLIMATICS MECHANICAL GROUP 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