Plan Ledger DOL Form 5500 · updated monthly

Associated Mechanical Contractors, Inc401(k)

ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN · MONTGOMERY, AL · plan year 2022

Reported admin expense ratio · 2022
0.13%

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

Associated Mechanical Contractors, Inc reported $4,848 in plan administrative expenses for 2022: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $409 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Alabama (712th of 902), and 4,387th of 5,337 in construction. In 2022, employees put in $5.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,489,068
Participants with balances62
Active participants97
Employer contributions$39,685
Employee contributions$198,444
Employer contribution per active participant$409
Average account balance$56,275
Benefits paid to participants$67,589
Plan auditUnmodified (clean) audit opinion
AuditorTHE HIGHLANDS ACCOUNTING GROUP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$4,848
Total administrative$4,848
The Associated Mechanical Contractors, Inc 401(k) match · 2022
Employer contribution per active participant$409
Median for plans this size$1,114

Associated Mechanical Contractors, Inc's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$4,848 · 0.13%
Similar plansConstruction · Alabama
Robt J. Baggett, Inc. AL$3.4M · 0.79%
H&M Construction Co., LLC AL$3.3M · 0.72%
Pace Runners, Inc AL$3.2M · 1.08%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 630359049 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.