· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JBM MECHANICAL, INC. — JBM MECHANICAL, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250618075042NAL0005754962001
JBM MECHANICAL, INC.
Form 5500-SF
FILING_RECEIVED
JBM MECHANICAL, INC. 401(K) PLAN
401(k) retirement plan
Active participants
55
Accounts w/ balance
68
Plan assets (EOY)
$8.3M
Net assets (EOY)
$8.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JBM MECHANICAL, INC.
.
Find decision makers
Plan sponsor
Name
JBM MECHANICAL, INC.
EIN
23-2749765
Address
3273 GUN CLUB ROAD · NAZARETH, PA · 18064
Phone
(610) 837-2428
Industry
Plumbing, Heating, AC Contractors
· Construction
see 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
2025-06-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Plumbing, Heating, AC Contractors plans
MECHANICAL SOLUTIONS, INC.
MECHANICAL SOLUTIONS 401(K) PROFIT SHARING PLAN
$8.3M · 105 participants
EMERALD AIRE, INC.
EMERALD AIRE, INC. 401(K) PROFIT SHARING PLAN
$8.3M · 35 participants
U. A. LOCAL 816
U.A. LOCAL 816 PENSION PLAN
$8.3M · 23 participants
CARDINAL HEATING & AIR CONDITIONING, INC.
CARDINAL HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN
$8.2M · 140 participants
BENEDICT REFRIGERATION SERVICE, INC.
BENEDICT REFRIGERATION, INC. RETIREMENT PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$8.2M · 81 participants
ONE SOURCE ENGINEERING, INC.
ONE SOURCE ENGINEERING 401(K) PLAN
$8.2M · 6 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B