How big is ABM Mechanical, Inc.'s plan?

ABM Mechanical, Inc.'s plan reported $48.0M in assets and 166 participants for 2024.

Original filing (PDF)20251013143412NAL0001524097001

ABM Mechanical, Inc.

Name: ABM Mechanical, Inc. — ABM Mechanical, Inc. Employee, Form 5500 (2024)
Creator: ABM Mechanical, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

ABM Mechanical, Inc. Employee Stock Ownership 401(k) Plan

401(k) retirement plan · ABM Mechanical, Inc.'s ABM Mechanical, Inc. Employee Stock Ownership 401(k) Plan held $48.0M in plan assets for 166 participants in 2024, with Vanguard as recordkeeper.

Signals · 4

Late participant contributions85% in single holding85% employer stockHigh average account balance

Active participants

166

Accounts w/ balance

163

Plan assets (EOY)

$48.0M

Net assets (EOY)

$47.9M

People on this filing

Benjamin Benwell signed ABM Mechanical, Inc.'s 2024 Form 5500 as plan administrator.

Benjamin Benwell — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

ABM Mechanical, Inc.'s EIN is 01-0501826.

EIN 01-0501826

Plan number 003

Plan year 2024

ACK ID 20251013143412NAL0001524097001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ABM Mechanical, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ABM Mechanical, Inc.'s plan includes a leveraged ESOP, an S-corporation ESOP, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

22 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 10K (1% of contributions).
85% of assets in employer securities (concentration risk).

Helping the score

High average account balance (99th percentile).

Plan sponsor

Name

ABM MECHANICAL, INC.

EIN

all filings

Address

33 DOWD ROAD, UNIT #1 · BANGOR, ME · 04401

Phone

(207) 992-9250

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP,INC	23-1945930	—	NONE	$12K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
VALMARK ADVISORS, INC	—	AKRON, OH	NONE	$25K	—

Investments

22 direct securities · 1 pooled fund· $47.9M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Common Stocks

$40.8M

1 holding

Mutual Funds

$6.5M

19 holdings

Common Collective Trusts

$545K

1 holding

Bonds / Notes

$53K

1 holding

Common Collective Trust

$19K

1 holding

					% of plan
ABM Mechanical, Inc. 167,982.6962 shares common stock	Common Stocks	—	$104K	$40.8M	85.0%
Vanguard Instl Target Retirement 2030 Mutual Fund	Mutual Funds	—	—	$948K	2.0%
Vanguard Instl Target Retirement 2035 Mutual Fund	Mutual Funds	—	—	$934K	1.9%
Vanguard Instl Target Retirement 2025 Mutual Fund	Mutual Funds	—	—	$769K	1.6%
Vanguard Instl Target Retirement 2055 Mutual Fund	Mutual Funds	—	—	$622K	1.3%
Vanguard 500 Index Adm Mutual Fund	Common Collective Trusts	—	—	$545K	1.1%
Vanguard Instl Target Retirement 2070 Mutual Fund	Mutual Funds	—	—	$543K	1.1%
Janus Henderson Triton N Mutual Fund	Mutual Funds	—	—	$463K	1.0%
Vanguard Instl Target Retirement 2050 Mutual Fund	Mutual Funds	—	—	$423K	0.9%
Vanguard Instl Target Retirement 2045 Mutual Fund	Mutual Funds	—	—	$326K	0.7%
Vanguard Instl Target Retirement 2040 Mutual Fund	Mutual Funds	—	—	$314K	0.7%
Vanguard Instl Target Retirement 2060 Mutual Fund	Mutual Funds	—	—	$258K	0.5%
Vanguard Instl Target Retirement 2065 Mutual Fund	Mutual Funds	—	—	$174K	0.4%
Vanguard Growth Index Adm Mutual Fund	Mutual Funds	—	—	$163K	0.3%
Vanguard Equity Income Adm Mutual Fund	Mutual Funds	—	—	$159K	0.3%
Vanguard Total World Stock Index Adm Mutual Fund	Mutual Funds	—	—	$119K	0.2%
Vanguard Mid Cap Index Adm Mutual Fund	Mutual Funds	—	—	$105K	0.2%
Vanguard Small-Cap Index Adm Mutual Fund	Mutual Funds	—	—	$101K	0.2%
Participant loans 10.50% 0	Bonds / Notes	—	—	$53K	0.1%
Vanguard Instl Target Retirement 2020 Mutual Fund	Mutual Funds	—	—	$53K	0.1%
METLIFE GAC-25053 CLASS 0 THE VANGUARD GROUP · EIN 04-3389217 / PN 002	Common Collective Trust	—	—	$19K	<0.1%
Vanguard Total Bond Market Index Adm Mutual Fund	Mutual Funds	—	—	$10K	<0.1%
Vanguard Total Intl Bond Index Adm Mutual Fund	Mutual Funds	—	—	$1K	<0.1%