Plan Ledger DOL Form 5500 · updated monthly

Atlantis Comfort Systems Corp401(k)

ACSC RETIREMENT PLAN · WEST WARWICK, RI · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Atlantis Comfort Systems Corp reported $27,837 in plan administrative expenses for 2024: 0.56% of average plan assets, above the peer median. Employer contributions averaged $938 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 0.74% to 0.56%. 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 Rhode Island (223rd of 286), and 3,945th of 5,337 in construction. In 2024, employees put in $1.76 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,204,769
Participants with balances213
Active participants222
Employer contributions$208,255
Employee contributions$367,302
Employer contribution per active participant$938
Average account balance$24,436
Benefits paid to participants$634,480
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.2M · 213 accts · $208K emplr
2023$4.8M · 220 accts · $227K emplr
2022$3.9M · 221 accts · $214K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,517
Investment management$5,588
Trustee / custodial$2,607
Total administrative$27,837
The Atlantis Comfort Systems Corp 401(k) match · 2024
Employer contribution per active participant$938
Median for plans this size$1,313
2024$938 per active participant
2023$878 per active participant
2022$989 per active participant

Atlantis Comfort Systems Corp's 2024 employer contribution ran below the $1,313 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 · 20241
EDELMAN FINANCIAL ENGINES, LLC · Contract administrator · Recordkeeping$26,713

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$27,837 · 0.56%
2023$34,310 · 0.79%
2022$29,360 · 0.74%
Same employer
Similar plansConstruction · Rhode Island
Encore Holdings, LLC RI$35.8M · 0.38%
Matrix Power Services RI$3.9M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270455361 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.