Employers › EMCOR Group › plan 003
Recordkeeping fees per participant · Emcor Group, Inc. and Subsidiaries Union Employees' 401(k) Plan · plan year 2024
$27.94
Higher than 23% of the 5,847 plans $50 to 250M that report it.
= $18,219 / 652
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014174705NAL0007043314001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014174705NAL0007043314001, received 2025-10-14
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-14.
Administrative expenses excluding investment management, per participant
$44.31
Higher than 22% of the 8,758 plans $50 to 250M that report it.
= $28,889 / 652
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014174705NAL0007043314001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014174705NAL0007043314001, received 2025-10-14
Administrative expenses per participant
$44.31
Higher than 15% of the 9,042 plans $50 to 250M that report it.
= $28,889 / 652
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014174705NAL0007043314001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014174705NAL0007043314001, received 2025-10-14
Administrative expenses as a share of assets
0.058%
Higher than 23% of the 9,049 plans $50 to 250M that report it.
= $28,889 / $50,047,591
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014174705NAL0007043314001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014174705NAL0007043314001, received 2025-10-14
Employer contributions per participant
$965
Higher than 10% of the 9,105 plans $50 to 250M that report it.
= $629,111 / 652
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014174705NAL0007043314001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014174705NAL0007043314001, received 2025-10-14
Employer share of total contributions
25.0%
Higher than 35% of the 9,112 plans $50 to 250M that report it.
= $629,111 / $2,518,423
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014174705NAL0007043314001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014174705NAL0007043314001, received 2025-10-14
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014174705NAL0007043314001, received 2025-10-14
| Field | Value | Source |
|---|---|---|
| Plan sponsor | EMCOR GROUP, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014174705NAL0007043314001, received 2025-10-14 |
| Plan name | EMCOR GROUP, INC. AND SUBSIDIARIES UNION EMPLOYEES' 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251014174705NAL0007043314001, received 2025-10-14 |
| Sponsor EIN / plan number | 11-2125338 / 003 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014174705NAL0007043314001, received 2025-10-14 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014174705NAL0007043314001, received 2025-10-14 |
| Sponsor location | NORWALK, CT | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014174705NAL0007043314001, received 2025-10-14 |
| Industry (business code) | 238900, Construction | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014174705NAL0007043314001, received 2025-10-14 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014174705NAL0007043314001, received 2025-10-14 |
| Filing received | 2025-10-14 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014174705NAL0007043314001, received 2025-10-14 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014174705NAL0007043314001, received 2025-10-14 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251014174705NAL0007043314001, received 2025-10-14 |
| Participants, beginning of year | 1,115 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014174705NAL0007043314001, received 2025-10-14 |
| Active participants | 792 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014174705NAL0007043314001, received 2025-10-14 |
| Participants, end of year | 1,041 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014174705NAL0007043314001, received 2025-10-14 |
| Participants with an account balance | 652 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014174705NAL0007043314001, received 2025-10-14 |
| Total assets, beginning of year | $49,362,801 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014174705NAL0007043314001, received 2025-10-14 |
| Total assets, end of year | $50,047,591 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014174705NAL0007043314001, received 2025-10-14 |
| Net assets, end of year | $50,047,591 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014174705NAL0007043314001, received 2025-10-14 |
| Total income | $8,264,084 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014174705NAL0007043314001, received 2025-10-14 |
| Net income | $684,790 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014174705NAL0007043314001, received 2025-10-14 |
| Employer contributions | $629,111 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014174705NAL0007043314001, received 2025-10-14 |
| Participant contributions | $1,877,852 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014174705NAL0007043314001, received 2025-10-14 |
| Other contributions (incl. rollovers) | $11,460 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251014174705NAL0007043314001, received 2025-10-14 |
| Total contributions | $2,518,423 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014174705NAL0007043314001, received 2025-10-14 |
| Benefit payments | $7,550,405 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014174705NAL0007043314001, received 2025-10-14 |
| Total expenses (incl. benefit payments) | $7,579,294 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014174705NAL0007043314001, received 2025-10-14 |
| Total administrative expenses | $28,889 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014174705NAL0007043314001, received 2025-10-14 |
| Recordkeeping fees | $18,219 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014174705NAL0007043314001, received 2025-10-14 |
| Administrative expenses excluding investment management | $28,889 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014174705NAL0007043314001, received 2025-10-14 |
| Held in common/collective trusts | $33,163,063 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251014174705NAL0007043314001, received 2025-10-14 |
| Held in mutual funds | $15,990,431 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014174705NAL0007043314001, received 2025-10-14 |
| Independent auditor | ERNST & YOUNG, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014174705NAL0007043314001, received 2025-10-14 |
Position = column in the DOL layout for form year 2024. Filing 20251014174705NAL0007043314001, received 2025-10-14.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| T ROWE PRICE RPS INCrecordkeeper | NONE | 15 Recordkeeping and information management; 21 Trustee (bank, trust company or similar); 25 Trustee (directed); 28 Investment management; 37 Participant loan processing; 38 Participant communication; 49 Other services; 50 Direct payment from the plan; 52 Investment management fees paid indirectly by plan; 59 Shareholder servicing fees; 62 Float revenue; 64 Recordkeeping fees; 65 Account maintenance fees | $28,889 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251014174705NAL0007043314001, received 2025-10-14.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $49,362,801 | $50,047,591 | 1.4% |
| Participants with a balance | 712 | 652 | -8.4% |
| Administrative expenses | $33,829 | $28,889 | -14.6% |
| Recordkeeping fees per participant | $31.21 | $27.94 | -10.5% |
| Employer contributions | $663,128 | $629,111 | -5.1% |
Prior filing 20241004115458NAL0011389089001, received 2024-10-04; the plan years are contiguous.