Plan Ledger DOL Form 5500 · updated monthly

Century Hvac Distributing, L.P.401(k)

CENTURY AIRCONDITIONING SUPPLY 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.77%

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

Century Hvac Distributing, L.P. reported $51,657 in plan administrative expenses for 2024: 0.77% of average plan assets, above the peer median. Employer contributions averaged $1,903 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 0.85% to 0.77%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Texas (3,649th of 5,688), and 10,279th of 13,661 in manufacturing. In 2024, employees put in $1.73 for every $1.00 the employer contributed; active participation has shrunk from 256 to 141 since 2022.

Plan summary
Net assets, end of year$6,803,105
Participants with balances151
Active participants141
Employer contributions$268,377
Employee contributions$464,877
Employer contribution per active participant$1,903
Average account balance$45,054
Benefits paid to participants$1,303,614
Plan auditUnmodified (clean) audit opinion
AuditorGARRETY AND ASSOCIATES CPA, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$6.8M · 151 accts · $268K emplr
2023$6.5M · 122 accts · $244K emplr
2022$5.2M · 109 accts · $730K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$51,657
Total administrative$51,657
The Century Hvac Distributing, L.P. 401(k) match · 2024
Employer contribution per active participant$1,903
Median for plans this size$1,313
2024$1,903 per active participant
2023$2,035 per active participant
2022$2,851 per active participant

Century Hvac Distributing, L.P.'s 2024 employer contribution ran above 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 · 20244
DEFINITI LLC · Contract administrator$17,044
EMPOWER ADVISORY GROUP, LLC · Investment management$16,241
ALLWORTH FINANCIAL LP · Investment advisory (plan)$11,811

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$51,657 · 0.77%
2023$37,001 · 0.63%
2022$126,578 · 0.85%
Same employer
Similar plansManufacturing · Texas
Panel Specialists, Inc. TX$6.9M · 0.76%
Hyliion, Inc. TX$6.8M · 1.33%
Kureha America, Inc. TX$6.8M · 0.11%
Rebel Athletic, Inc. TX$6.7M · 0.83%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741842648 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.