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Original filing (PDF)20251015065756NAL0001954451001
MECHANICAL SYSTEMS COMPANY, LLC
Form 5500
FILING_RECEIVED
MECHANICAL SYSTEMS COMPANY, LLC 401(K) PS PLAN
401(k) retirement plan
Active participants
107
Accounts w/ balance
133
Plan assets (EOY)
$6.5M
Net assets (EOY)
$6.5M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MECHANICAL SYSTEMS COMPANY, LLC.
Plan sponsor
Name
MECHANICAL SYSTEMS COMPANY, LLC
EIN
20-8844397
Address
3965 OLD GETWELL ROAD · MEMPHIS, TN · 38118
Phone
(901) 369-9822
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BENNY CARTER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $18K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | INVESTMENT/FINANCIAL ADVI | $13K | — |
Investments
28 direct securities· $6.3M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $1.0M | 15.9% | |
| NUVEEN LC GROWTH INDEX R6 | Registered Investment Companies | — | — | $946K | 14.5% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $940K | 14.4% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $870K | 13.3% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $785K | 12.0% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $449K | 6.9% | |
| BLACKROCK EQUITY DIVIDEND K | Registered Investment Companies | — | — | $310K | 4.8% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $135K | 2.1% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $125K | 1.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $93K | 1.4% | |
| FID 500 IND | Registered Investment Companies | — | — | $85K | 1.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $80K | 1.2% | |
| TRP RETIREMENT 2015 I | Registered Investment Companies | — | — | $71K | 1.1% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $61K | 0.9% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $60K | 0.9% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $51K | 0.8% | |
| DFA INTERNATIONAL SM CO INST 501 REGISTERED INVESTMENT COMPANY MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $46K | 0.7% | |
| FIDELITY ADVISOR STRAT INC Z | Registered Investment Companies | — | — | $39K | 0.6% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $29K | 0.4% | |
| PGIM GLOBAL REAL ESTATE R6 814 REGISTERED INVESTMENT COMPANY DODGE & COX INCOME FUND X | Registered Investment Companies | — | — | $17K | 0.3% | |
| JPM US GOVT MONEY MARKET INST | Registered Investment Companies | — | — | $15K | 0.2% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $14K | 0.2% | |
| TRP RETIREMENT 2005 I | Registered Investment Companies | — | — | $12K | 0.2% | |
| AMERICAN FUNDS PRESERVATION R6 | Registered Investment Companies | — | — | $9K | 0.1% | |
| AMF AMERICAN HIGH INCOME - R6 | Registered Investment Companies | — | — | $6K | <0.1% | |
| AMERICAN FUNDS CAP INC BLDR R6 | Registered Investment Companies | — | — | $6K | <0.1% | |
| T ROWE PRICE GLOBAL STOCK I | Registered Investment Companies | — | — | $6K | <0.1% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $2K | <0.1% |
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