Plan Ledger DOL Form 5500 · updated monthly

Chas Roberts Air Conditioning, Inc.401(k)

CHAS ROBERTS AIR CONDITIONING, INC. 401(K) PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Chas Roberts Air Conditioning, Inc. reported $142,859 in plan administrative expenses for 2024: 0.54% of average plan assets, higher than ~75% of peers. Employer contributions averaged $543 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 3 years on file its reported administrative ratio has held roughly steady near 0.54%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 283rd-largest of 1,285 plans among Arizona employers on file, and the 1,565th of 5,337 in construction. In 2024, employees put in $10.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$29,151,202
Participants with balances758
Active participants665
Employer contributions$361,210
Employee contributions$3,936,329
Employer contribution per active participant$543
Average account balance$38,458
Benefits paid to participants$2,007,892
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$29.2M · 758 accts · $361K emplr
2023$24.1M · 713 accts · $228K emplr
2022$20.0M · 708 accts · $245K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$124,109
Audit (IQPA)$18,750
Total administrative$142,859
The Chas Roberts Air Conditioning, Inc. 401(k) match · 2024
Employer contribution per active participant$543
Median for plans this size$2,416
2024$543 per active participant
2023$374 per active participant
2022$400 per active participant

Chas Roberts Air Conditioning, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$124,004
WELLS FARGO ADVISORS, LLC · Accounting / audit$18,750

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

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$142,859 · 0.54%
2023$123,821 · 0.56%
2022$116,596 · 0.56%
Same employer
Similar plansConstruction · Arizona
Synergos Companies LLC AZ$36.3M · 0.48%
Haydon Companies, LLC AZ$33.7M · 0.30%
Haydon Building Corp AZ$29.4M · 0.32%
Willmeng Construction, Inc. AZ$25.0M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860113254 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.