Plan Ledger DOL Form 5500 · updated monthly

The Comfort Group, Inc401(k)

THE COMFORT GROUP, INC. 401(K) PLAN · NASHVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

The Comfort Group, Inc reported $6,958 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,215 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 0.13% to 0.08%. 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 Tennessee (856th of 1,496), and 3,169th of 5,337 in construction. In 2024, employees put in $3.83 for every $1.00 the employer contributed; active participation has grown from 146 to 168 since 2022.

Plan summary
Net assets, end of year$9,490,627
Participants with balances135
Active participants168
Employer contributions$204,066
Employee contributions$781,729
Employer contribution per active participant$1,215
Average account balance$70,301
Benefits paid to participants$737,985
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.5M · 135 accts · $204K emplr
2023$8.0M · 133 accts · $173K emplr
2022$6.2M · 143 accts · $150K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,958
Total administrative$6,958
The The Comfort Group, Inc 401(k) match · 2024
Employer contribution per active participant$1,215
Median for plans this size$1,313
2024$1,215 per active participant
2023$1,040 per active participant
2022$1,027 per active participant

The Comfort Group, Inc's 2024 employer contribution ran below 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 · 20244
NORTHWESTERN MUTUAL WEALTH MGMT CO. · Investment advisory (plan)$20,084
COULTER & JUSTUS, PC$12,500
ASCENSUS HOLDINGS INC DBA FUTUREPLA · Contract administrator$11,973
CAPITAL GROUP RETIREMENT PLAN SERVI$938

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$6,958 · 0.08%
2023$6,785 · 0.10%
2022$7,738 · 0.13%
Same employer
Similar plansConstruction · Tennessee
Johnson & Galyon, Inc. TN$10.1M · 0.54%
Wasco Inc TN$9.6M · 1.01%
Bonded Filter Co. LLC TN$7.8M · 0.91%
Hayes Pipe Supply, Inc. TN$7.3M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620798316 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.