Plan Ledger DOL Form 5500 · updated monthly

Comfort Control Supply Co., Inc.401(k)

COMFORT CONTROL SUPPLY CO., INC. 401(K) RETIREMENT SAVINGS PLAN · MUSKEGON, MI · plan year 2024

Reported admin expense ratio · 2024
0.66%

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

Comfort Control Supply Co., Inc. reported $67,165 in plan administrative expenses for 2024: 0.66% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,413 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 0.66%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Michigan (1,476th of 2,619), and 2,806th of 4,246 in wholesale trade. In 2024, employees put in $3.39 for every $1.00 the employer contributed; active participation has grown from 148 to 189 since 2022.

Plan summary
Net assets, end of year$10,842,884
Participants with balances195
Active participants189
Employer contributions$266,989
Employee contributions$905,675
Employer contribution per active participant$1,413
Average account balance$55,605
Benefits paid to participants$1,017,065
Plan auditUnmodified (clean) audit opinion
AuditorHUNGERFORD
Plan history3
Yearassets · accounts · employer contribution
2024$10.8M · 195 accts · $267K emplr
2023$9.5M · 163 accts · $214K emplr
2022$7.4M · 151 accts · $194K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$67,165
Total administrative$67,165
The Comfort Control Supply Co., Inc. 401(k) match · 2024
Employer contribution per active participant$1,413
Median for plans this size$2,416
2024$1,413 per active participant
2023$1,379 per active participant
2022$1,309 per active participant

Comfort Control Supply Co., Inc.'s 2024 employer contribution ran below the $2,416 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$67,165
LPL FINANCIAL LLC · Other servicesindirect comp

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$67,165 · 0.66%
2023$55,069 · 0.65%
2022$49,129 · 0.64%
Same employer
Similar plansWholesale Trade · Michigan
Lowry Solutions, Inc. MI$11.9M · 0.31%
King Steel Corporation MI$11.5M · 0.36%
Vq, Inc. MI$11.5M · 0.94%
Pureflex, Inc MI$10.5M · 0.03%
Wenke Greenhouses MI$10.3M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 382091675 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.