Plan Ledger DOL Form 5500 · updated monthly

B & B Air Conditioning and Heating Service Company, Inc.401(k)

B & B EMPLOYEES RETIREMENT BENEFIT PLAN · ROCKVILLE, MD · plan year 2022

Reported admin expense ratio · 2022
0.61%

B & B Air Conditioning and Heating Service Company, Inc. reported $42,140 in plan administrative expenses for 2022: 0.61% of average plan assets, above the peer median. 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 Maryland (1,211th of 1,671), and 3,791st of 5,337 in construction.

Plan summary
Net assets, end of year$5,941,870
Participants with balances98
Active participants103
Employer contributions—
Employee contributions$283,324
Employer contribution per active participant—
Average account balance$60,631
Benefits paid to participants$1,107,474
Plan auditUnmodified (clean) audit opinion
AuditorMARCUM LLP
Administrative expenses, itemized · 2022
Professional / advisory$16,175
Total administrative$42,140
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$42,140 · 0.61%
Similar plansConstruction · Maryland
Fence Connection, Inc. MD$6.8M · 0.40%
Aceco, LLC MD$6.2M · 0.05%
D & F Construction, Inc. MD$6.1M · 0.33%
Brawner Builders, Inc. MD$6.0M · 0.88%
Rolyn Companies, Inc. MD$5.8M · 0.03%
Tri-State Drywall, Inc. MD$5.7M · 0.16%
Ross Contracting Inc MD$5.5M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 520732293 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.