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

Sr. Mechanical, Inc.'s plan reported $1.5M in assets and 13 participants for 2024.

Original filing (PDF)20250626083759NAL0012205344001

Sr. Mechanical, Inc.

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

Form 5500-SF

FILING_RECEIVED

Sr. Mechanical Retirement Plan

401(k) retirement plan · Sr. Mechanical, Inc.'s Sr. Mechanical Retirement Plan held $1.5M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Ben Skoglund signed Sr. Mechanical, Inc.'s 2024 Form 5500 as plan administrator.

Ben Skoglund — 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

Sr. Mechanical, Inc.'s EIN is 20-2789696.

EIN 20-2789696

Plan number 001

Plan year 2024

ACK ID 20250626083759NAL0012205344001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sr. Mechanical, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SR MECHANICAL, INC..

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off