Plan Ledger DOL Form 5500 · updated monthly

Edison Hvac Inc. dba Edison Heating & Cooling401(k)

EDISON HVAC, INC. 401(K) PLAN · EDISON, NJ · plan year 2022

Reported admin expense ratio · 2022
0.04%

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

Edison Hvac Inc. dba Edison Heating & Cooling reported $250 in plan administrative expenses for 2022: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in New Jersey (2,283rd of 2,419), and 5,203rd of 5,337 in construction. In 2022, employees put in $1535.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$579,643
Participants with balances18
Active participants134
Employer contributions$50
Employee contributions$76,793
Employer contribution per active participant$0
Average account balance$32,202
Benefits paid to participants$155,284
Plan auditUnmodified (clean) audit opinion
AuditorCULLARI CARRICO LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$119
Investment management$131
Total administrative$250
The Edison Hvac Inc. dba Edison Heating & Cooling 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$331

Edison Hvac Inc. dba Edison Heating & Cooling's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$250 · 0.04%
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Source: U.S. Department of Labor, Form 5500 series, EIN 272084715 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.