Original filing (PDF)20251013085300NAL0000414067001

DAC ACQUISITION COMPANY, LLC

Name: DAC ACQUISITION COMPANY, LLC — AMERICAN MECHANICAL HOLDINGS EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: DAC ACQUISITION COMPANY, LLC

Form 5500

FILING_RECEIVED

AMERICAN MECHANICAL HOLDINGS EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

236

Accounts w/ balance

292

Plan assets (EOY)

$119.5M

Net assets (EOY)

$75.7M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAC ACQUISITION COMPANY, LLC.

Plan sponsor

Name

DAC ACQUISITION COMPANY, LLC

EIN

20-5081488

Address

13300 MID ATLANTIC BLVD · LAUREL, MD · 20708

Phone

(301) 206-5070

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

2025-10-13

Pension benefit codes

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

ADEPTUS PARTNERS, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $115.2M(96% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	American Mechanical Holdings 94,332 shares of common stock	—	—	$79.2M	$115.2M	96.4%

Related plans

Similar-size Plumbing, Heating, AC Contractors plans

J.F. AHERN CO.

J.F. AHERN CO. PROFIT SHARING AND 401(K) PLAN

$120.3M · 738 participants

SHEET METAL WORKERS LOCAL UNION NO. 17 INSURANCE FUND

$117.7M · 1,948 participants

JOINT BOARD OF TRUSTEES SHEET META WORKERS LOCAL 7, ZONE 2 PENSION

SHEET METAL WORKERS LOCAL 7, ZONE 2 PENSION PLAN

$121.5M · 381 participants

CRETE MECHANICAL GROUP, INC.

CRETE MECHANICAL GROUP, INC. 401(K) PLAN

$116.3M · 1,363 participants

TRUSTEES OF PLUMBERS AND STEAMFITTERS LOCAL NO. 7 ANNUITY FUND