Plan Ledger DOL Form 5500 · updated monthly

Control Air Enterprises LLC401(k)

CONTROL AIR & AFFILIATES 401(K) PLAN · ANAHEIM, CA · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Control Air Enterprises LLC reported $40,289 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $56 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 0.34% to 0.14%. 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 2,545th-largest of 9,483 plans among California employers on file, and the 1,460th of 5,337 in construction. In 2024, employees put in $117.35 for every $1.00 the employer contributed; active participation has grown from 247 to 292 since 2022.

Plan summary
Net assets, end of year$32,148,126
Participants with balances308
Active participants292
Employer contributions$16,312
Employee contributions$1,914,283
Employer contribution per active participant$56
Average account balance$104,377
Benefits paid to participants$1,266,734
Plan auditUnmodified (clean) audit opinion
AuditorGELMAN LLP
Plan history3
Yearassets · accounts · employer contribution
2024$32.1M · 308 accts · $16K emplr
2023$26.9M · 297 accts · $13K emplr
2022$22.2M · 283 accts · $7K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,379
Investment management$5,910
Total administrative$40,289
The Control Air Enterprises LLC 401(k) match · 2024
Employer contribution per active participant$56
Median for plans this size$2,416
2024$56 per active participant
2023$49 per active participant
2022$28 per active participant

Control Air Enterprises LLC'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
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$34,379
MESIROW · Investment advisory (plan)$5,910

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

Recordkeeper by year2
2024Vanguard
2023Ascensus, Vanguard

This plan has changed recordkeepers within these filings. If you left Control Air Enterprises LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$40,289 · 0.14%
2023$62,011 · 0.25%
2022$84,800 · 0.34%
Same employer
Similar plansConstruction · California
Villara Corporation CA$31.8M · 0.80%
Toscana Limited, L.P. CA$31.7M · 0.02%
Kprs Construction CA$31.4M · 0.34%
Pacific Steel Group CA$31.1M · 0.14%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 833875553 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.