Plan Snapshot
- Plan Sponsor: Complete Mechanical Services, LLC
- Sponsor EIN: 311680605
- Sponsor Address: 11399 GROOMS ROAD, BLUE ASH, OH, 45242
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 188
- Total Assets: $11.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 188 | $11.9M | $0 | $0 |
| 2024 | 142 | $10.0M | $251,773 | $867,036 |
| 2023 | 106 | $8.2M | $230,554 | $757,549 |
| 2022 | 95 | $6.6M | $161,603 | $565,092 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| VALMARK ADVISERS INC | Investment Advisor | $14,618 | — | $14,618 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $8,406 | — | $8,406 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,024
- Estimated Expense Ratio: 0.194% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $865,128 | $14,618 | — | — | — |
| 2024 | $434,814 | — | — | — | — |
| 2023 | $775,695 | — | — | — | — |
| 2022 | $891,985 | — | — | — | — |