Southeast Mechanical Contractors, LLC d/b/a Southeast Mechanical Contractors

Form 5500 Data

Southeast Mechanical Contractors, LLC d/b/a Southeast Mechanical Contractors

70
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
70
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (36)
Average in Peer Group (61)
Highest in Peer Group (81)

Plan Description

Southeast Mechanical Contractors 401kPlan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 70. This plan is in the top 15% of plans for Total Plan Cost. Southeast Mechanical Contractors 401kPlan currently has fewer than 100 active participants and over $3.0M in plan assets.

Did you know?

For the average 401k participant, the 11 point difference between this plan's BrightScope Rating (70) and the top rated plan (81) could equate to:
5
Additional years of work
88,739
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2019
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 2120 Sw 57th Terrace
  • Location
    Hollywood , FL
  • 33023
  • Industry
    Plumbing, Heating, and Air-Conditioning Contractors
  • Administrator
    Daisy Jimenez
  • Net Plan Assets
    $3,000,000
  • Total Participants
    89
  • Avg Account Balance
    $60,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Above Average
Account Balance:
Above Average

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Great
Account Balance:
Great

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

17

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard Value ETF 17%
67%
Vanguard S&P 500 ETF 17%
11%
Vanguard Growth 13%
28%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Investment Adviser
Capital One
Auditor
Keefe Mccullough

Articles and Questions

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Why Do Investment Expenses Matter?
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