Retirement plan

BRODY HEATING & AIR CONDITIONING CONTRACTORS, INC 401(K) PROFIT SHARING PLAN

Name: BRODY HEATING & AIR CONDITIONING CONTRACTORS, INC - BRODY HEATING & AIR CONDITIONING CONTRACTORS, INC 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: BRODY HEATING & AIR CONDITIONING CONTRACTORS, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRODY HEATING & AIR CONDITIONING CONTRACTORS, INC 401(K) PROFIT SHARING PLAN, BRODY HEATING & AIR CONDITIONING CONTRACTORS, INC

BRODY HEATING & AIR CONDITIONING CONTRACTORS, INCEIN 95-2574246Plan #001PY 2025

8599 VENICE BLVD - LOS ANGELES, CA 90034310-836-0606

Prospect flagsLow assets / participantLow employer contributionCorrective distributions

How to read this page

Total assets (EOY)

$3.7M

-8.2% from 2024

Total participants

308

+38.1% from 2024

Average account balance

$14,069

-33.4% from 2024

Annual return

14.55%

+4.06 pp from 2024

Benchmarks

See 1,179 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort1,179 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.74M

Not enough data

1 years with asset history on file

Average account balance

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

$14K

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.

266

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.

82.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$598K

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

+14.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$91

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

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
QP ADVISORY LLC1 year Filed as: QUALIFIED PLAN ADVISORY, LLC Service code 27 · EIN 80-0383171	Advisory (Plan)	$21,518
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930	Recordkeeping	$2,575

Plan features & details

Pension benefit codes2S2E3D2G2J2K2F2T

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.
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

3 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$24K

$101 / participant

Investment mgmt$22K89.3%
Contract admin$3K10.7%

% of EOY assets

0.644%

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: BELFINT, LYONS & SHUMAN, P.A.
Auditor EIN: 510232399
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$14,069

$80,332-82.5%

$107,187-86.9%

$64,097-78.1%

Participation rate

82.4%

54.4%+28.0pp

75.0%+7.4pp

55.2%+27.2pp

Annual return

14.55%

24.26%-9.7pp

204.55%-190.0pp

34.64%-20.1pp

Employer contribution / active EE

$135

$2,501-94.6%

$3,782-96.4%

$1,891-92.8%

Participant deferral / active EE

$2,365

$3,109-23.9%

$5,096-53.6%

$3,080-23.2%

Admin fee / account holder

$91

$4,314-97.9%

$9,162-99.0%

$3,454-97.4%

Provider

Service type

Compensation

QP ADVISORY LLC1 year

Filed as: QUALIFIED PLAN ADVISORY, LLC

Service code 27 · EIN 80-0383171

Advisory (Plan)

$21,518

THE VANGUARD GROUP, INC.1 year

Service code 15 · EIN 23-1945930

Recordkeeping

$2,575

BRODY HEATING & AIR CONDITIONING CONTRACTORS, INC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRODY HEATING & AIR CONDITIONING CONTRACTORS, INC 401(K) 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