Original filing (PDF)20250205154834NAL0004966867001

CROSS MECHANICAL, LLC

Name: CROSS MECHANICAL, LLC — CROSS MECHANICAL, LLC 401(K) PLAN, Form 5500 (2024)
Creator: CROSS MECHANICAL, LLC

Form 5500-SF

FILING_RECEIVED

CROSS MECHANICAL, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$336K

Net assets (EOY)

$336K

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 CROSS MECHANICAL, LLC.

Plan sponsor

Name

CROSS MECHANICAL, LLC

EIN

26-1580668

Address

3305 RUTHERFORD ROAD, · SUITE J · TAYLORS, SC · 296872159

Phone

(864) 270-1725

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-05

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

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