How big is Expert Mechanical Services, Inc.'s plan?

Expert Mechanical Services, Inc.'s plan reported $2.4M in assets and 9 participants for 2024.

Original filing (PDF)20250710095649NAL0003411875001

Expert Mechanical Services, Inc.

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

Form 5500-SF

FILING_RECEIVED

Expert Mechanical Services, Inc. 401(k) Plan

401(k) retirement plan · Expert Mechanical Services, Inc.'s Expert Mechanical Services, Inc. 401(k) Plan held $2.4M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Expert Mechanical Services, Inc.'s EIN is 20-4794205.

EIN 20-4794205

Plan number 001

Plan year 2024

ACK ID 20250710095649NAL0003411875001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Expert Mechanical Services, 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 EXPERT MECHANICAL SERVICES, 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

Helping the score