How big is YALE Mechanical LLC's plan?

YALE Mechanical LLC's plan reported $8.6M in assets and 59 participants for 2025.

Original filing (PDF)20260518104948NAL0000037473001

YALE Mechanical LLC

Name: YALE Mechanical LLC — YALE Mechanical LLC 401(k), Form 5500 (2025)
Creator: YALE Mechanical LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

YALE Mechanical LLC 401(k) Savings & Retirement Plan

401(k) retirement plan · YALE Mechanical LLC's YALE Mechanical LLC 401(k) Savings & Retirement Plan held $8.6M in plan assets for 59 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.6M

Net assets (EOY)

$8.6M

People on this filing

DORI Seegar signed YALE Mechanical LLC's 2025 Form 5500 as plan administrator.

DORI Seegar — 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

YALE Mechanical LLC's EIN is 20-4042098.

EIN 20-4042098

Plan number 001

Plan year 2025

ACK ID 20260518104948NAL0000037473001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for YALE Mechanical LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

YALE Mechanical LLC'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 YALE MECHANICAL LLC.

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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

Helping the score