Original filing (PDF)20251006101831NAL0009016626002

SOVEREIGN MECHANICAL CORP.

Name: SOVEREIGN MECHANICAL CORP. — SOVEREIGN MECHANICAL CORP. CASH BALANCE PLAN, Form 5500 (2024)
Creator: SOVEREIGN MECHANICAL CORP.

Form 5500-SF

FILING_RECEIVED

SOVEREIGN MECHANICAL CORP. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOVEREIGN MECHANICAL CORP..

Plan sponsor

Name

SOVEREIGN MECHANICAL CORP.

EIN

20-4513057

Address

307 SEVENTH AVE STE 801 · NEW YORK, NY · 10001

Phone

(212) 352-8500

Industry

Plumbing, Heating, AC Contractors· 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

2025-10-06

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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 providers

Related plans

Similar-size Plumbing, Heating, AC Contractors plans

RENAUD HVAC AND CONTROLS, INC.

RENAUD HVAC AND CONTROLS, INC. 401 (K) PLAN

$3.9M · 31 participants

STRATA ENERGY, INC.

STRATA ENERGY, INC. RETIREMENT TRUST

$3.9M · 50 participants

CONEJO VALLEY HEATING & AIR COND

CONEJO VALLEY HEATING & AIR CONDITIONING, INC.

$3.9M · 95 participants

KEN PECORE PLUMBING & HEATING, L.L. C.

KEN PECORE PLUMBING & HEATING, L.L.C. 401(K) PLAN

$3.9M · 8 participants

COOPER MECHANICAL, INC.

COOPER MECHANICAL, INC. 401(K) PROFIT SHARING PLAN