Plan Ledger DOL Form 5500 · updated monthly

Energy Air, Inc.ESOP

ENERGY AIR, INC. ESOP · ORLANDO, FL · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Energy Air, Inc. reported $9,718 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $12,382 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 0.013% to 0.010%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 291st-largest of 3,644 plans among Florida employers on file, and the 549th of 5,337 in construction.

Plan summary
Net assets, end of year$115,889,958
Participants with balances409
Active participants303
Employer contributions$3,751,831
Employee contributions—
Employer contribution per active participant$12,382
Average account balance$283,350
Benefits paid to participants$5,093,549
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$115.9M · 409 accts · $3.8M emplr
2023$71.3M · 478 accts · $3.9M emplr
2022$58.2M · 436 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Investment management$9,284
Total administrative$9,718
Employer contributions to the Energy Air, Inc. plan · 2024
Employer contribution per active participant$12,382
Median for plans this size$3,635
2024$12,382 per active participant
2023$12,808 per active participant
2022$6,952 per active participant

Energy Air, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 · 20241
STEVEN M. THAGARD · Investment advisory (participants)$9,284

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$9,718 · 0.01%
2023$8,591 · 0.01%
2022$7,208 · 0.01%
All plans at this employer2
ENERGY AIR, INC. 401(K) PLAN401(k)
ENERGY AIR, INC. ESOPESOP
Same employer
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Construction Partners, Inc. FL$134.0M · 0.36%
Eurovia USA FL$125.7M · 0.60%
Apex Services Partners LLC FL$123.7M · 0.49%
Crete Mechanical Group, Inc. FL$116.3M · 0.27%
Miller Electric Company FL$107.8M · 0.06%
B & I Contractors, Inc. FL$101.7M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592040096 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.