Plan Ledger DOL Form 5500 · updated monthly

Tr Miller Heating, Cooling & Plumbing, Inc.401(k)

TR MILLER HEATING AND COOLING 401(K) PROFIT SHARING PLAN · PLAINFIELD, IL · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Tr Miller Heating, Cooling & Plumbing, Inc. reported $8,175 in plan administrative expenses for 2024: 0.21% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,598 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 $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Illinois (3,039th of 3,702), and 3,736th of 4,246 in wholesale trade. In 2024, employees put in $2.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,325,609
Participants with balances131
Active participants109
Employer contributions$283,170
Employee contributions$587,034
Employer contribution per active participant$2,598
Average account balance$33,020
Benefits paid to participants$381,795
Plan auditUnmodified (clean) audit opinion
AuditorMILLER COOPER & CO, LTD.
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,175
Total administrative$8,175
The Tr Miller Heating, Cooling & Plumbing, Inc. 401(k) match · 2024
Employer contribution per active participant$2,598
Median for plans this size$1,313

Tr Miller Heating, Cooling & Plumbing, Inc.'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 · 20241
MCCULEY FINANCIAL GROUP, LLC · Investment advisory (plan)indirect comp

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

Administrative cost history1
2024$8,175 · 0.21%
Similar plansWholesale Trade · Illinois
Atomic Brands Inc IL$4.4M · 0.51%
Rico Industries, Inc. IL$4.4M · 0.61%
Suzohapp Americas LLC IL$4.3M · 0.06%
Power Stop LLC IL$4.1M · 0.48%
Geib Industries, Inc. IL$3.4M · 0.41%
Xirgo IL$3.2M · 0.18%
Mariani Nursery LLC IL$3.2M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 262263737 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.