Plan Ledger DOL Form 5500 · updated monthly

United Air Temp401(k)

UNITED AIR TEMP 401(K) PROFIT SHARING PLAN · LORTON, VA · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

United Air Temp reported $93,350 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $744 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 0.13% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 648th-largest of 2,266 plans among Virginia employers on file, and the 1,370th of 5,337 in construction. In 2024, employees put in $2.67 for every $1.00 the employer contributed; active participation has grown from 211 to 1,014 since 2022.

Plan summary
Net assets, end of year$35,197,089
Participants with balances522
Active participants1,014
Employer contributions$754,239
Employee contributions$2,016,744
Employer contribution per active participant$744
Average account balance$67,427
Benefits paid to participants$3,299,224
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$35.2M · 522 accts · $754K emplr
2023$20.0M · 270 accts · $465K emplr
2022$14.4M · 235 accts · $316K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$55,565
Investment management$37,785
Total administrative$93,350
The United Air Temp 401(k) match · 2024
Employer contribution per active participant$744
Median for plans this size$2,416
2024$744 per active participant
2023$1,351 per active participant
2022$1,496 per active participant

United Air Temp's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20245
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$50,042
MMA SECURITIES · Investment advisory (plan)$36,405
MERRILL LYNCH PIERCE FENNER & SMITH · Investment advisory (plan)$619
KB PENSION SERIVES INC · Contract administrator$60

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$93,350 · 0.34%
2023$39,433 · 0.23%
2022$19,886 · 0.13%
Same employer
Similar plansConstruction · Virginia
Atlantic Constructors, Inc. VA$35.8M · 0.24%
Ahp Holding, Inc. VA$34.5M · 0.22%
Kbs, Inc. VA$33.7M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541245568 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.