Plan Ledger DOL Form 5500 · updated monthly

Comfort Systems of Virginia, Inc.401(k)

COMFORT SYSTEMS OF VIRGINIA, INC. 401(K) PLAN · CHESAPEAKE, VA · plan year 2024

Reported admin expense ratio · 2024
0.86%

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

Comfort Systems of Virginia, Inc. reported $88,425 in plan administrative expenses for 2024: 0.86% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,181 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 1.03% to 0.86%. 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 among the smaller plans on file in Virginia (1,365th of 2,266), and 2,905th of 5,337 in construction. In 2024, the employer put in $1.14 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$11,415,710
Participants with balances254
Active participants269
Employer contributions$855,641
Employee contributions$748,590
Employer contribution per active participant$3,181
Average account balance$44,944
Benefits paid to participants$619,815
Plan auditDisclaimer of opinion
AuditorCOLBY AND COMPANY PLC
Plan history3
Yearassets · accounts · employer contribution
2024$11.4M · 254 accts · $856K emplr
2023$9.3M · 244 accts · $886K emplr
2022$6.1M · 231 accts · $588K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$88,425
Total administrative$88,425
The Comfort Systems of Virginia, Inc. 401(k) match · 2024
Employer contribution per active participant$3,181
Median for plans this size$2,416
2024$3,181 per active participant
2023$3,409 per active participant
2022$2,342 per active participant

Comfort Systems of Virginia, Inc.'s 2024 employer contribution ran above 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$88,425
CAMBRIDGE INVESTMENT RESEARCH ADVIS · Investment advisory (plan)indirect 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$88,425 · 0.86%
2023$79,350 · 1.04%
2022$65,758 · 1.03%
Same employer
Similar plansConstruction · Virginia
Calvert Masonry, Inc. VA$11.7M · 0.00%
Blauch Brothers, Inc. VA$11.5M · 0.38%
Varney, Inc. VA$11.1M
Lee Hy Paving Corporation VA$11.1M · 0.01%
Williams Industries, Inc. VA$10.9M · 0.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161760140 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.