How big is CSM Mechanical, LLC's plan?

CSM Mechanical, LLC's plan reported $2.3M in assets and 36 participants for 2024.

Original filing (PDF)20250811133041NAL0003980163001

CSM Mechanical, LLC

Name: CSM Mechanical, LLC — CSM Mechanical, LLC 401(k), Form 5500 (2024)
Creator: CSM Mechanical, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CSM Mechanical, LLC 401(k) Plan

401(k) retirement plan · CSM Mechanical, LLC's CSM Mechanical, LLC 401(k) Plan held $2.3M in plan assets for 36 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Isabel C Mortz signed CSM Mechanical, LLC's 2024 Form 5500 as plan administrator.

Isabel C Mortz — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

CSM Mechanical, LLC's EIN is 26-2916648.

EIN 26-2916648

Plan number 001

Plan year 2024

ACK ID 20250811133041NAL0003980163001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CSM Mechanical, LLC'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 CSM MECHANICAL, LLC.

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Plan health score

Above-average plan

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

Knocking points off