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Original filing (PDF)20251012213120NAL0000232691001
COMPRESSOR ENGINEERING CORPORATION
Form 5500
FILING_RECEIVED
COMPRESSOR ENGINEERING CORPORATION 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
158
Accounts w/ balance
298
Plan assets (EOY)
$9.0M
Net assets (EOY)
$9.0M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (27 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMPRESSOR ENGINEERING CORPORATION.
Plan sponsor
Name
COMPRESSOR ENGINEERING CORPORATION
EIN
74-1501643
Address
5440 ALDER DR. · HOUSTON, TX · 77081
Phone
(713) 633-1828
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WRINKLE, GARDNER & COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $13K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $10K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOREN D STARK COMPANY | — | HOUSTON, TX | CONTRACT ADMIN | $1K | — |
Investments
23 direct securities· $7.2M(80% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AF 2015 TARGET DATE FUND R3 Mutual Fund | — | — | — | $1.4M | 15.1% | |
| AF 2035 TARGET DATE FUND R3 Mutual Fund | — | — | — | $1.2M | 13.6% | |
| AF 2050 TARGET DATE FUND R3 Mutual Fund | — | — | — | $1.0M | 11.5% | |
| AF 2040 TARGET DATE FUND R3 Mutual Fund | — | — | — | $655K | 7.2% | |
| AF 2025 TARGET DATE FUND R3 Mutual Fund | — | — | — | $380K | 4.2% | |
| AF INVEST CO OF AMERICA R3 Mutual Fund | — | — | — | $361K | 4.0% | |
| AF 2020 TARGET DATE FUND R3 Mutual Fund | — | — | — | $326K | 3.6% | |
| JPMORGAN LARGE CAP GROWTH R2 Mutual Fund | — | — | — | $249K | 2.8% | |
| AF 2030 TARGET DATE FUND R3 Mutual Fund | — | — | — | $237K | 2.6% | |
| AF AMERICAN BALANCED R3 Mutual Fund | — | — | — | $205K | 2.3% | |
| AF US GOV'T MONEY MARKET R3 Mutual Fund | — | — | — | $204K | 2.3% | |
| Participant loans 4.25% - 9.50% 0 | — | — | — | $172K | 1.9% | |
| HARFORD MIDCAP R3 Mutual Fund | — | — | — | $123K | 1.4% | |
| AF NEW WORLD FUND R3 Mutual Fund | — | — | — | $100K | 1.1% | |
| AF WASHINGTON MUTUAL R3 Mutual Fund | — | — | — | $85K | 0.9% | |
| AF US GOVERNMENT SEC R3 Mutual Fund | — | — | — | $80K | 0.9% | |
| AF 2065 TARGET DATE FUND R3 Mutual Fund | — | — | — | $73K | 0.8% | |
| FRANKLIN SMALL CAP VALUE R Mutual Fund | — | — | — | $68K | 0.8% | |
| AF BOND FUND OF AMERICA R3 Mutual Fund | — | — | — | $60K | 0.7% | |
| AF 2055 TARGET DATE FUND R3 Mutual Fund | — | — | — | $60K | 0.7% | |
| AF 2010 TARGET DATE FUND R3 Mutual Fund | — | — | — | $54K | 0.6% | |
| AF 2060 TARGET DATE FUND R3 Mutual Fund | — | — | — | $52K | 0.6% | |
| Forfeiture suspense account | — | — | $33K | $37K | 0.4% |