Plan Ledger DOL Form 5500 · updated monthly

Intercool USA, LLC401(k)

INTERCOOL USA, LLC 401(K) & PROFIT SHARING PLAN & TRUST · CARROLLTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.93%

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

Intercool USA, LLC reported $39,515 in plan administrative expenses for 2024: 0.93% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,613 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 1.66% to 0.93%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Texas (4,166th of 5,688), and 4,081st of 5,337 in construction. In 2024, employees put in $2.23 for every $1.00 the employer contributed; active participation has shrunk from 186 to 104 since 2022.

Plan summary
Net assets, end of year$4,624,864
Participants with balances121
Active participants104
Employer contributions$375,738
Employee contributions$836,940
Employer contribution per active participant$3,613
Average account balance$38,222
Benefits paid to participants$955,472
Plan auditUnmodified (clean) audit opinion
AuditorCLIFTONLARSENALLEN
Plan history3
Yearassets · accounts · employer contribution
2024$4.6M · 121 accts · $376K emplr
2023$3.9M · 123 accts · $425K emplr
2022$2.3M · 125 accts · $372K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,214
Investment management$33,301
Total administrative$39,515
The Intercool USA, LLC 401(k) match · 2024
Employer contribution per active participant$3,613
Median for plans this size$1,313
2024$3,613 per active participant
2023$2,833 per active participant
2022$2,001 per active participant

Intercool USA, LLC's 2024 employer contribution ran above the $1,313 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 · 20242
RAYMOND JAMES FINANCIAL SERVICE · Recordkeeping · Trustee$33,300
ADP, INC. · Loan processing · Recordkeeping$6,214

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

Recordkeeper by year2
2024ADP, Raymond James
2023ADP, Raymond James

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$39,515 · 0.93%
2023$27,472 · 0.90%
2022$34,645 · 1.66%
Same employer
Similar plansConstruction · Texas
Southwestern Carpets, LLC TX$4.7M · 0.74%
Teal Construction Company TX$4.7M · 0.49%
Capstone Mechanical, LLC TX$4.6M · 1.39%
Ptw Energy Services, Inc. TX$4.6M · 0.71%
Pat Tank, Inc. TX$4.5M · 0.05%
Rexco, Inc. TX$4.4M · 0.96%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 814852676 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.