Plan Ledger DOL Form 5500 · updated monthly

United Coolair Corporation401(k)

UNITED COOLAIR CORPORATION 401(K) PROFIT SHARING PLAN & TRUST · YORK, PA · plan year 2024

Reported admin expense ratio · 2024
1.06%

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

United Coolair Corporation reported $21,947 in plan administrative expenses for 2024: 1.06% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,037 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 1.00% to 1.06%. 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 Pennsylvania (3,282nd of 3,651), and 4,714th of 5,337 in construction. In 2024, employees put in $1.68 for every $1.00 the employer contributed; active participation has shrunk from 130 to 101 since 2022.

Plan summary
Net assets, end of year$2,386,071
Participants with balances102
Active participants101
Employer contributions$205,732
Employee contributions$345,764
Employer contribution per active participant$2,037
Average account balance$23,393
Benefits paid to participants$143,295
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$2.4M · 102 accts · $206K emplr
2023$1.7M · 108 accts · $184K emplr
2022$1.2M · 103 accts · $169K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,823
Investment management$9,264
Trustee / custodial$860
Total administrative$21,947
The United Coolair Corporation 401(k) match · 2024
Employer contribution per active participant$2,037
Median for plans this size$1,313
2024$2,037 per active participant
2023$1,596 per active participant
2022$1,299 per active participant

United Coolair Corporation'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 · 20242
PAYCHEX, INC. · Recordkeeping$9,008
PENSIONMARK FINANCIAL GROUP, LLC · Investment advisory (participants)$7,375

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

Recordkeeper by year2
2024Paychex
2023Paychex

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025Not separately reported
2024$21,947 · 1.06%
2023$20,003 · 1.36%
2022$12,845 · 1.00%
Similar plansConstruction · Pennsylvania
Turn Key Realty, LLC PA$2.3M · 0.13%
Apex Homes of PA, LLC PA$2.0M · 0.09%
Wenrich Painting, Inc. PA$2.0M · 1.99%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 232536116 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.