Plan Ledger DOL Form 5500 · updated monthly

S&P USA Ventilation Systems, LLC401(k)

S&P USA VENTILATION SYSTEMS, LLC 401(K) PLAN · JACKSONVILLE, FL · plan year 2024

Reported admin expense ratio · 2024
0.72%

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

S&P USA Ventilation Systems, LLC reported $30,019 in plan administrative expenses for 2024: 0.72% of average plan assets, above the peer median. Employer contributions averaged $1,590 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 rose from 0.65% to 0.72%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Florida (2,648th of 3,644), and 11,649th of 13,661 in manufacturing. In 2024, employees put in $1.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,186,547
Participants with balances101
Active participants140
Employer contributions$222,629
Employee contributions$420,661
Employer contribution per active participant$1,590
Average account balance$41,451
Benefits paid to participants$1,025,386
Plan auditDisclaimer of opinion
AuditorRALSTON & COMPANY, PA CPA
Plan history3
Yearassets · accounts · employer contribution
2024$4.2M · 101 accts · $223K emplr
2023$4.2M · 100 accts · $208K emplr
2022$4.0M · 102 accts · $197K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,019
Total administrative$30,019
The S&P USA Ventilation Systems, LLC 401(k) match · 2024
Employer contribution per active participant$1,590
Median for plans this size$1,313
2024$1,590 per active participant
2023$1,327 per active participant
2022$1,385 per active participant

S&P USA Ventilation Systems, LLC's 2024 employer contribution ran above the $1,313 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.

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
NESTEGGS RETIREMENT PLAN SVCS, INC. · Recordkeeping · Investment management$30,019

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

Recordkeeper by year2
2024NESTEGGS RETIREMENT PLAN SVCS, INC.
2023NESTEGGS RETIREMENT PLAN SVCS, INC.

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Administrative cost history3
2024$30,019 · 0.72%
2023Not separately reported
2022$27,519 · 0.65%
Same employer
Similar plansManufacturing · Florida
Gmf Construction LLC FL$4.4M · 0.42%
Cisneros Ventures LLC FL$4.2M · 0.07%
Global Widget, LLC FL$4.2M · 0.68%
Arnet Pharmaceutical Corp FL$4.1M · 0.29%
Morton Electric, Inc. FL$4.0M · 0.30%
Emf, Inc. FL$4.0M · 0.75%

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Source: U.S. Department of Labor, Form 5500 series, EIN 593101569 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.