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Original filing (PDF)20251021133530NAL0000939313001
EXPERT MECHANICAL CONTRACTING CO INC
Form 5500-SF
FILING_RECEIVED
EXPERT MECHANICAL CONTRACTING CO INC RETIREMENT PLAN
401(k) retirement plan
Active participants
14
Accounts w/ balance
14
Plan assets (EOY)
$9.3M
Net assets (EOY)
$9.3M
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 EXPERT MECHANICAL CONTRACTING CO INC.
Plan sponsor
Name
EXPERT MECHANICAL CONTRACTING CO INC
EIN
11-2505806
Address
41 HAWLEY AVE · WEST ISLIP, NY · 117953002
Phone
(631) 422-0303
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Name
EXPERT MECHANICAL CONTRACTING CO INC
EIN
11-2505806
City
WEST ISLIP, NY
Phone
(631) 422-0303
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-10-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
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
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