Plan Ledger DOL Form 5500 · updated monthly

Brody Heating & Air Conditioning Contractors, Inc401(k)

BRODY HEATING & AIR CONDITIONING CONTRACTORS, INC 401(K) PROFIT SHARING PLAN · LOS ANGELES, CA · plan year 2025

Reported admin expense ratio · 2025
0.62%

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

Brody Heating & Air Conditioning Contractors, Inc reported $24,093 in plan administrative expenses for 2025: 0.62% of average plan assets, above the peer median. Employer contributions averaged $135 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 809 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in California (7,496th of 9,483), and 4,315th of 5,337 in construction. In 2025, employees put in $17.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,742,270
Participants with balances266
Active participants239
Employer contributions$32,359
Employee contributions$565,205
Employer contribution per active participant$135
Average account balance$14,069
Benefits paid to participants$1,523,172
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$2,575
Investment management$21,518
Total administrative$24,093
The Brody Heating & Air Conditioning Contractors, Inc 401(k) match · 2025
Employer contribution per active participant$135
Median for plans this size$1,464

Brody Heating & Air Conditioning Contractors, Inc's 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$2,575
QUALIFIED PLAN ADVISORY, LLC · Investment advisory (plan)$21,518

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

Administrative cost history1
2025$24,093 · 0.62%
Similar plansConstruction · California
Excel Cabinets, Inc. CA$3.8M · 1.12%
Horizon Lighting, Inc. CA$3.7M · 0.39%
Certified Concrete, Inc. CA$3.6M · 2.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952574246 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.