Vermont Mechanical, Inc. 401(k) Plan

The Vermont Mechanical, Inc. 401(k) on its latest Form 5500

Vermont Mechanical, Inc. (EIN 03-0313242) reports VERMONT MECHANICAL, INC. 401(K) PLAN AND TRUST on its most recent Form 5500, with $9.2M in plan assets across 124 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Vermont Mechanical, Inc. filing — schedules, fees, and providers.

Who runs the Vermont Mechanical, Inc. 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Vermont Mechanical, Inc. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UBS FINANCIAL SERVICES.

How to check your Vermont Mechanical, Inc. 401(k)

• Log in to Fidelity’s participant portal (the site on your statements).
• Ask Vermont Mechanical, Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).