Back to filter
Original filing (PDF)20240611140212NAL0057244562001
PACK-TIMCO, INC.
Form 5500-SF
FILING_RECEIVED
PACK-TIMCO, INC. 401(K) PLAN
401(k) retirement plan
Active participants
28
Accounts w/ balance
10
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Knocking points off
- Only 36% as many balances as active participants — suggests many active employees aren't deferring.
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 PACK-TIMCO, INC..
Plan sponsor
Name
PACK-TIMCO, INC.
EIN
06-0991852
Address
765 HONEYSPOT ROAD · STRATFORD, CT · 06615
Phone
(203) 847-8781
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-06-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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 Plumbing, Heating, AC Contractors plans
FOLEY MECHANICAL
FOLEY MECHANICAL 401K PLAN
$1.2M · 5 participants
R. & J. ERTEL, INC.
R. & J. ERTEL, INC. 401(K) PLAN
$1.2M · 43 participants
TURBO CHILLED CORPORATION
TURBO CHILLED CORPORATION 401(K) PROFIT SHARING PLAN
$1.2M · 22 participants
PREWITT MECHANICAL CONTRACTORS, INC.
PREWITT MECHANICAL CONTRACTORS, INC. RETIREMENT SAVINGS PLAN
$1.2M · 7 participants
CITY PLUMBING, LLC
CITY PLUMBING 401(K) PLAN
$1.2M · 29 participants
PERFECT TEMP, INC.
PERFECT TEMP, INC. 401K PLAN
$1.2M · 10 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B