Plan Ledger DOL Form 5500 · updated monthly

US Air Conditioning Distributors, LLC.401(k)

EMPLOYEES 401(K) RETIREMENT SAVINGS PLAN OF U.S. AIR CONDITIONING · CITY OF INDUSTRY, CA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

US Air Conditioning Distributors, LLC. reported $165,196 in plan administrative expenses for 2024: 0.28% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,461 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 0.26% to 0.28%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,451st-largest of 9,483 plans among California employers on file, and the 650th of 4,246 in wholesale trade. In 2024, employees put in $2.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$63,632,149
Participants with balances462
Active participants441
Employer contributions$1,085,449
Employee contributions$2,227,008
Employer contribution per active participant$2,461
Average account balance$137,732
Benefits paid to participants$2,329,153
Plan auditUnmodified (clean) audit opinion
AuditorTALLEY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$63.6M · 462 accts · $1.1M emplr
2023$55.9M · 455 accts · $1.1M emplr
2022$47.7M · 458 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$127,896
Audit (IQPA)$37,300
Total administrative$165,196
The US Air Conditioning Distributors, LLC. 401(k) match · 2024
Employer contribution per active participant$2,461
Median for plans this size$3,635
2024$2,461 per active participant
2023$2,581 per active participant
2022$3,772 per active participant

US Air Conditioning Distributors, LLC.'s 2024 employer contribution ran below the $3,635 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$127,895
TALLEY, LLP · Accounting / audit$37,300
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS 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 history3
2024$165,196 · 0.28%
2023$152,415 · 0.29%
2022$134,685 · 0.26%
Same employer
Similar plansWholesale Trade · California
Bakemark USA LLC CA$66.6M · 0.16%
Ready Pac Produce, Inc. CA$66.4M · 0.52%
Ralco Holdings, Inc. CA$65.4M · 0.59%
Tri-West, LTD. CA$63.8M · 0.08%
Fuerst Group, Inc. CA$63.4M · 0.41%
Xp Power LLC CA$58.1M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260852920 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.