Plan Ledger DOL Form 5500 · updated monthly

A-1 United Heating, Air & Electrical Co., Inc.ESOP

A-1 UNITED HEATING & AIR CONDITIONING CO. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST · OMAHA, NE · plan year 2024

Reported admin expense ratio · 2024
0.55%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

A-1 United Heating, Air & Electrical Co., Inc. reported $33,753 in plan administrative expenses for 2024: 0.55% of average plan assets, above the peer median. Employer contributions averaged $6,400 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 1.00% to 0.55%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Nebraska (441st of 565), and 3,713th of 5,337 in construction. active participation has grown from 68 to 75 since 2022.

Plan summary
Net assets, end of year$6,243,794
Participants with balances99
Active participants75
Employer contributions$480,000
Employee contributions—
Employer contribution per active participant$6,400
Average account balance$63,069
Benefits paid to participants$452,654
Plan auditUnmodified (clean) audit opinion
AuditorO'DONNELL, FICENEC, WILLS & FERDIG
Plan history3
Yearassets · accounts · employer contribution
2024$6.2M · 99 accts · $480K emplr
2023$5.9M · 102 accts · $480K emplr
2022$5.2M · 99 accts · $668K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,910
Trustee / custodial$132
Total administrative$33,753
Employer contributions to the A-1 United Heating, Air & Electrical Co., Inc. plan · 2024
Employer contribution per active participant$6,400
Median for plans this size$1,313
2024$6,400 per active participant
2023$6,234 per active participant
2022$9,824 per active participant

A-1 United Heating, Air & Electrical Co., Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ACCLARO · Valuation$12,500
TRANSITION FINANCE STRATEGIES$10,910
ALTURAS · Trustee (directed)$8,750

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$33,753 · 0.55%
2023$48,299 · 0.86%
2022$50,773 · 1.00%
All plans at this employer2
A-1 UNITED HEATING, AIR & ELECTRICAL CO., INC. 401(K) PLAN401(k)
A-1 UNITED HEATING & AIR CONDITIONING CO. EMPLOYEE STOCK OWNERSHIP PLAN & TRUSTESOP
Similar plansConstruction · Nebraska
Heimes Corp. NE$9.0M · 0.51%
Bauer Underground, Inc. NE$7.2M · 0.96%
Snell Services, Inc. NE$6.0M · 0.33%
McGill Restoration, Inc. NE$4.7M · 0.13%
B - a Holding Company NE$4.6M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470583109 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.