Plan Ledger DOL Form 5500 · updated monthly

Air-Conditioning, Heating and Refrigeration Insitute401(k)

AIR-CONDITIONING, HEATING AND REFRIGERATION INSTITUTE 401(K) RETIREMENT PLAN · ARLINGTON, VA · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Air-Conditioning, Heating and Refrigeration Insitute reported $47,742 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $5,875 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 rose from 0.04% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 810th-largest of 2,266 plans among Virginia employers on file, and the 818th of 3,341 in other services. In 2024, employees put in $1.63 for every $1.00 the employer contributed; active participation has grown from 99 to 119 since 2022.

Plan summary
Net assets, end of year$26,588,420
Participants with balances168
Active participants119
Employer contributions$699,179
Employee contributions$1,142,888
Employer contribution per active participant$5,875
Average account balance$158,264
Benefits paid to participants$1,900,793
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.6M · 168 accts · $699K emplr
2023$22.1M · 164 accts · $868K emplr
2022$19.3M · 164 accts · $605K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,586
Total administrative$47,742
The Air-Conditioning, Heating and Refrigeration Insitute 401(k) match · 2024
Employer contribution per active participant$5,875
Median for plans this size$2,416
2024$5,875 per active participant
2023$8,185 per active participant
2022$6,111 per active participant

Air-Conditioning, Heating and Refrigeration Insitute's 2024 employer contribution ran above the $2,416 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 · 20242
T ROWE PRICE RPS INC · Recordkeeping · Trustee$10,586
RESOURCE INVESTMENT ADVISORS LLC · Consulting$37,157

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$47,742 · 0.20%
2023$38,534 · 0.19%
2022$7,362 · 0.04%
Same employer
Similar plansOther Services · Virginia
Techlaw Consultants, Inc. VA$25.2M · 0.38%
Avixa, Inc. VA$24.1M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261558777 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.