Back to filter
Original filing (PDF)20250909093853NAL0012804611001
GRINNELL MECHANICAL, INC.
Form 5500-SF
FILING_RECEIVED
MECHANICAL CONTRACTORS 401(K) PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
12
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRINNELL MECHANICAL, INC..
Plan sponsor
Name
GRINNELL MECHANICAL, INC.
EIN
04-2749198
Address
11 RAY AVENUE · BURLINGTON, MA · 01803
Phone
(781) 273-1835
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-09-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Construction plans
SOLID ENTERPRISES, INC.
SOLID ENTERPRISES, INC. 401(K) PLAN
$2.2M · 3 participants
J. PATRICK HOMES, LTD.
J. PATRICK HOMES, LTD. 401(K) PROFIT SHARING PLAN
$2.2M · 26 participants
GENESIS ELEVATOR COMPANY INC
GENESIS ELEVATOR COMPANY 401(K) PLAN
$2.2M · 42 participants
TERRY/PETERSON RESIDENTIAL COMPANIES, L.L.C.
TERRY/PETERSON RESIDENTIAL COMPANIES, LLC 401(K) PLAN
$2.2M · 15 participants
TUSING BUILDERS LTD.
TUSING BUILDERS PENSION 401(K) PLAN
$2.2M · 38 participants
N.L. CONSTRUCTION CORP.
N. L. CONSTRUCTION CORP. PROFIT SHARING PLAN
$2.2M · 7 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
