Norman S. Wright Climatec Mechanical Equipment of Southern California,401(k)
NORMAN S. WRIGHT CLIMATEC MECHANICAL EQUIPMENT OF SOUTHERN CALIFORNIA, LLC 401(K) PLAN · ANAHEIM, CA · plan year 2024
Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works
Norman S. Wright Climatec Mechanical Equipment of Southern California, reported $10,631 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,769 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 3,767th-largest of 9,483 plans among California employers on file, and the 1,979th of 4,246 in wholesale trade. In 2024, employees put in $2.04 for every $1.00 the employer contributed.
Norman S. Wright Climatec Mechanical Equipment of Southern California,'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.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 020625650 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.