Plan Ledger DOL Form 5500 · updated monthly

Air Conditioning Innovative Solutions401(k)

AIR CONDITIONING INNOVATIVE SOLUTIONS 401(K) PLAN · MCKINNEY, TX · plan year 2024

Reported admin expense ratio · 2024
0.74%

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

Air Conditioning Innovative Solutions reported $81,802 in plan administrative expenses for 2024: 0.74% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,898 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 4 years on file its reported administrative ratio rose from 0.31% to 0.74%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 2,820th-largest of 5,688 plans among Texas employers on file, and 2,839th of 5,337 in construction. In 2024, employees put in $1.56 for every $1.00 the employer contributed; active participation has grown from 156 to 238 since 2020.

Plan summary
Net assets, end of year$11,792,967
Participants with balances151
Active participants238
Employer contributions$451,699
Employee contributions$706,076
Employer contribution per active participant$1,898
Average account balance$78,099
Benefits paid to participants$1,012,461
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2024$11.8M · 151 accts · $452K emplr
2023$10.3M · 138 accts · $818K emplr
2022$9.5M · 154 accts · $495K emplr
2020$7.3M · 82 accts · $264K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$51,773
Investment management$30,029
Total administrative$81,802
The Air Conditioning Innovative Solutions 401(k) match · 2024
Employer contribution per active participant$1,898
Median for plans this size$2,416
2024$1,898 per active participant
2023$3,787 per active participant
2022$2,097 per active participant
2020$1,692 per active participant

Air Conditioning Innovative Solutions's 2024 employer contribution ran below the $2,416 median for plans its size. 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 · 20244
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$30,029
EXECUTIVE RETIREMENT PLANS · Contract administrator$7,282
EMPOWER ADVISORY GROUP, LLC · Investment management$3,666

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

Administrative cost history4
2024$81,802 · 0.74%
2023$67,792 · 0.68%
2022$43,467 · 0.48%
2020$23,043 · 0.31%
Similar plansConstruction · Texas
Russell Marine LLC TX$12.1M · 0.49%
History Maker Homes TX$12.1M · 0.46%
Graco Interests, Inc. TX$12.0M · 0.15%
Scott Felder Homes LLC TX$11.7M · 0.21%
Flooring Services, LLC TX$11.7M · 0.32%
Oht Partners, LLC TX$11.7M · 0.65%
Electra Link, Inc. TX$11.7M · 0.80%

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Source: U.S. Department of Labor, Form 5500 series, EIN 842418586 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.