Plan Ledger DOL Form 5500 · updated monthly

Awy Holdings, Inc. dba Tempe MechanicalProfit-sharing plan

TEMPE MECHANICAL PROFIT SHARING PLAN · TEMPE, AZ · plan year 2024

Reported admin expense ratio · 2024
1.26%

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

Awy Holdings, Inc. dba Tempe Mechanical reported $27,585 in plan administrative expenses for 2024: 1.26% of average plan assets, higher than ~90% of peers. Employer contributions averaged $5,672 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 0.80% to 1.26%. 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 Arizona (1,024th of 1,285), and 4,705th of 5,337 in construction. active participation has shrunk from 80 to 67 since 2022.

Plan summary
Net assets, end of year$2,421,749
Participants with balances78
Active participants67
Employer contributions$380,000
Employee contributions—
Employer contribution per active participant$5,672
Average account balance$31,048
Benefits paid to participants$148,428
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.4M · 78 accts · $380K emplr
2023$2.0M · 119 accts · $532K emplr
2022$1.3M · 128 accts · $457K emplr
Administrative expenses, itemized · 2024
Investment management$20,335
Total administrative$27,585
Employer contributions to the Awy Holdings, Inc. dba Tempe Mechanical plan · 2024
Employer contribution per active participant$5,672
Median for plans this size$1,313
2024$5,672 per active participant
2023$8,190 per active participant
2022$5,718 per active participant

Awy Holdings, Inc. dba Tempe Mechanical'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 · 20242
AGRANDAR ASSOCIATES, INC · Investment advisory (plan)$20,335
DESANTIAGO PENSION CONSULTING, LLC · Other services$7,250

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$27,585 · 1.26%
2023$29,320 · 1.80%
2022$9,525 · 0.80%
Similar plansConstruction · Arizona
Teracom Services, LLC AZ$2.8M · 0.85%
Elevation Solar LLC AZ$2.5M · 0.75%
Degan Construction, LLC AZ$2.4M · 0.05%
Home Brands Group LLC AZ$2.2M · 1.69%
Arok Inc. AZ$2.1M · 0.96%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208040140 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.