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Original filing (PDF)20251014163202NAL0001686307001
EMCOR GROUP, INC.
Form 5500
FILING_RECEIVED
EMCOR GROUP, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
12,965
Accounts w/ balance
15,733
Plan assets (EOY)
$1.7B
Net assets (EOY)
$1.7B
How this plan invests
This plan
18 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMCOR GROUP, INC..
Plan sponsor
Name
EMCOR GROUP, INC.
EIN
11-2125338
Address
301 MERRITT SEVEN, 6TH FLOOR · NORWALK, CT · 06851
Phone
(203) 849-7800
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $631K | — |
| BUCK GLOBAL LLC | — | DALLAS, TX | NONE | $10K | — |
Investments
10 direct securities · 18 pooled funds· $1.7B(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$1.2B
18 holdings
Uncategorized
$478.0M
9 holdings
Mutual Funds
$43.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $171.2M | 9.9% | |
| Vanguard Institutional Index Fund | — | — | — | $164.9M | 9.5% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $143.8M | 8.3% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $135.1M | 7.8% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $123.6M | 7.1% | |
| Brown Advisory Brown Advisory Sustainable Growth I Fund | — | — | — | $116.8M | 6.7% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $114.8M | 6.6% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $112.5M | 6.5% | |
| Dodge & Cox Dodge & Cox Stock Fund | — | — | — | $91.6M | 5.3% | |
| T. ROWE PRICE NEW HORIZONS TRUST T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 014 | Common Collective Trust | — | — | $76.0M | 4.4% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $75.0M | 4.3% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $59.5M | 3.4% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $48.6M | 2.8% | |
| PGIM CORE PLUS BOND 3 FUND PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $44.7M | 2.6% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $43.1M | 2.5% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $32.3M | 1.9% | |
| American Funds EuroPacific Growth Fund | — | — | — | $27.9M | 1.6% | |
| American Century Mid Cap Value Fund | — | — | — | $23.3M | 1.3% | |
| 9.50%, with varying maturity dates | — | — | — | $21.2M | 1.2% | |
| TRP US SMALL-CAP VALUE EQUITY TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495449 / PN 001 | Common Collective Trust | — | — | $20.1M | 1.2% | |
| Cohen & Steers Cohen & Steers Institutional Realty Fund | — | — | — | $19.0M | 1.1% | |
| Vanguard Total International Stock Index Fund | — | — | — | $12.5M | 0.7% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $12.3M | 0.7% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $9.3M | 0.5% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $6.1M | 0.4% | |
| TRP RETIREMENT BALANCED TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $5.6M | 0.3% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $2.8M | 0.2% | |
| T. Rowe Price Trust Company T. Rowe Price U.S. Treasury Money Fund | — | — | — | $684K | <0.1% |