Norman S. Wright Climatec Mechanical Equipment of Southern California 401(k) match, vesting and fees
What Norman S. Wright Climatec Mechanical Equipment of Southern California's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Windes (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 1,052 defined-contribution plans in wholesale trade with 100 to 499 participants.
| Norman S. Wright Climatec Mechanical Equipment of Southern California: employer contribution per participant | $5,777 | |
| Peer median | $2,091 |
| Norman S. Wright Climatec Mechanical Equipment of Southern California: average balance | $181,898 | |
| Peer median | $87,400 |
| Norman S. Wright Climatec Mechanical Equipment of Southern California: admin expenses ÷ assets | 0.24% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $10.4M at the end of plan year 2021 to $25.8M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 201 | $25.8M | $820K | $5,777 | 0.24% | Not published | Form 5500 ↗ |
| 2024 | 188 | $19M | $663K | $5,025 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 152 | $14.7M | $507K | $3,993 | 0.08% | Not published | 5500-SF ↗ |
| 2022 | 119 | $10.4M | $401K | $3,782 | 0.06% | Not published | 5500-SF ↗ |
| 2021 | 110 | $10.4M | $384K | $3,958 | 0.02% | Not published | 5500-SF ↗ |
Common questions
Does Norman S. Wright Climatec Mechanical Equipment of Southern California match 401(k) contributions?
The match terms for the Norman S. Wright Climatec Mechanical Equipment of Southern California, LLC 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $820K in employer contributions, about $5,777 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Norman S. Wright Climatec Mechanical Equipment of Southern California 401(k) match vested?
The vesting schedule for the Norman S. Wright Climatec Mechanical Equipment of Southern California, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Norman S. Wright Climatec Mechanical Equipment of Southern California 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Norman S. Wright Climatec Mechanical Equipment of Southern California,.
I left Norman S. Wright Climatec Mechanical Equipment of Southern California. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Norman S. Wright Climatec Mechanical Equipment of Southern California,, (714) 632-9800) or the recordkeeper, Fidelity Investments Institutional. The Norman S. Wright Climatec Mechanical Equipment of Southern California old 401(k) page lists the contacts from every plan filing. Find an old Norman S. Wright Climatec Mechanical Equipment of Southern California 401(k)
Data from the public Form 5500 annual reports Norman S. Wright Climatec Mechanical Equipment of Southern California filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Norman S. Wright Climatec Mechanical Equipment of Southern California. Not financial advice. Report a correction · Methodology