Peters Heating & Air Conditioning 401(k) match, vesting and fees
What Peters Heating & Air Conditioning'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 | Capital Group Retirement Plan Servi | Schedule C ↗ |
| Independent auditor | Gray Hunter Stenn LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,874 defined-contribution plans in construction with 100 to 499 participants.
| Peters Heating & Air Conditioning: employer contribution per participant | $798 | |
| Peer median | $2,411 |
| Peters Heating & Air Conditioning: average balance | $34,895 | |
| Peer median | $61,921 |
| Peters Heating & Air Conditioning: admin expenses ÷ assets | 0.84% | |
| Peer median | 0.39% |
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 $8.5M at the end of plan year 2021 to $9.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 311 | $9.4M | $215K | $798 | 0.84% | Not published | Form 5500 ↗ |
| 2023 | 293 | $8M | $302K | $1,209 | 0.47% | Not published | Form 5500 ↗ |
| 2022 | 327 | $6.9M | $283K | $1,042 | 0.25% | Not published | Form 5500 ↗ |
| 2021 | 343 | $8.5M | $230K | $778 | 0.08% | Not published | Form 5500 ↗ |
Other Peters Heating & Air Conditioning plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Peters Heating and Air Conditioning, Inc Profit Sharing Plan
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 | Benefit Plans Plus | Schedule C ↗ |
| Independent auditor | Gray Hunter Stenn LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Peters Heating & Air Conditioning match 401(k) contributions?
The match terms for the Peters Heating & Air Conditioning, Inc. Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $215K in employer contributions, about $798 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Peters Heating & Air Conditioning 401(k) match vested?
The vesting schedule for the Peters Heating & Air Conditioning, Inc. Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Peters Heating & Air Conditioning 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Capital Group Retirement Plan Servi. The plan administrator is Peters Heating & Air Conditioning, Inc..
I left Peters Heating & Air Conditioning. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Peters Heating & Air Conditioning, Inc., (217) 222-1368) or the recordkeeper, Capital Group Retirement Plan Servi. The Peters Heating & Air Conditioning old 401(k) page lists the contacts from every plan filing. Find an old Peters Heating & Air Conditioning 401(k)
Data from the public Form 5500 annual reports Peters Heating & Air Conditioning filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Peters Heating & Air Conditioning. Not financial advice. Report a correction · Methodology