How big is Harold Brothers Mechanical Contractors, Inc.'s plan?

Harold Brothers Mechanical Contractors, Inc.'s plan reported $22.7M in assets and 283 participants for 2024.

Original filing (PDF)20251014112831NAL0002644897001

Harold Brothers Mechanical Contractors, Inc.

Name: Harold Brothers Mechanical Contractors, Inc. — Form 5500 Plan 001 (2024)
Creator: Harold Brothers Mechanical Contractors, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Harold Brothers Mechanical 401(k) Plan

401(k) retirement plan · Harold Brothers Mechanical Contractors, Inc.'s Harold Brothers Mechanical 401(k) Plan held $22.7M in plan assets for 283 participants in 2024.

Signals · 1

No recordkeeper disclosed

Active participants

283

Accounts w/ balance

278

Plan assets (EOY)

$22.7M

Net assets (EOY)

$21.8M

People on this filing

Patrick Harold signed Harold Brothers Mechanical Contractors, Inc.'s 2024 Form 5500 as plan administrator.

Patrick Harold — 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

Harold Brothers Mechanical Contractors, Inc.'s EIN is 26-3189470.

EIN 26-3189470

Plan number 001

Plan year 2024

ACK ID 20251014112831NAL0002644897001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Harold Brothers Mechanical Contractors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Harold Brothers Mechanical Contractors, Inc.'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 HAROLD BROTHERS MECHANICAL CONTRACTORS, INC..

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How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

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

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

HAROLD BROTHERS MECHANICAL CONTRACTORS, INC.

EIN

all filings

Address

44 WOODROCK ROAD · WEYMOUTH, MA · 02189

Phone

(781) 871-2111

Industry

Other Services (ex. Public Admin)

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
MAP RETIREMENT USA, LLC	86-3678481	VANCOUVER, WA	THIRD PARTY ADMIN.	$2K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL ANALYSTS, INC.	45-4846725	—	REGISTERED INVESTMENT AD	$47K	—

Investments

37 direct securities· $22.4M(99% of reported assets)

Other securities

$18.5M

16 holdings

Common Stocks

$1.7M

9 holdings

Common Collective Trusts

$1.0M

3 holdings

Mutual Funds

$891K

5 holdings

Stable Value

$173K

1 holding

Bonds / Notes

$67K

1 holding

U.S. Treasuries

$25K

1 holding

Cash / Money Market

$10K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

John Hancock$18.4M Fidelity$771K Dodge & Cox$714K Wells Fargo / Allspring$144K BlackRock / iShares$134K Vanguard$110K American Century$106K American Funds (Capital Group)$76K Dimensional / DFA

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John Hancock Investment Management JH Multimanager 2045 Lifetime Portfolio Class R6	Other securities	—	—	$1.7M	7.6%
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Fidelity Investments Fidelity 500 Index Fund	Common Collective Trusts	—	—	$400K	1.8%
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Capital Research and Management Company American Fundamental Investors R6	Common Stocks	—	—	$341K	1.5%
Capital Research and Management Company American Balanced Large Cap Growth Z	Common Stocks	—	—	$304K	1.3%
Capital Research and Management Company Capital World Growth & Income Fund Class R6	Common Stocks	—	—	$263K	1.2%
Columbia Management Investment Advisers Columbia Small Cap Index Fund Institutional 3 Class	Common Collective Trusts	—	—	$237K	1.0%
Capital Research and Management Company American New Perspective Fund Class R6	Common Stocks	—	—	$219K	1.0%
Capital Research and Management Company American Balanced Fund Class R6	Common Stocks	—	—	$206K	0.9%
John Hancock Investment Companies John Hancock Stable Value Fund Portfolio Class R6	Stable Value	—	—	$173K	0.8%
Capital Research and Management Company American New World Fund R6	Common Stocks	—	—	$171K	0.8%
Allspring Funds Management Allspring Special Mid Cap Value Fund Class R6	Other securities	—	—	$144K	0.6%
BlackRock Advisors BlackRock Mid-Cap Growth Equity Portfolio Institutional Shares	Other securities	—	—	$134K	0.6%
Vanguard Small Cap Value Index	Mutual Funds	—	—	$110K	0.5%
Capital Research and Management Company American Century Small Cap Growth Fund Class R6	Common Stocks	—	—	$106K	0.5%
John Hancock Investment Management John Hancock Bond Fund	Other securities	—	—	$82K	0.4%
Capital Research and Management Company EuroPacific Growth Fund Class R6	Common Stocks	—	—	$76K	0.3%
Notes Recievable from Participants Interest rates ranging from 6.00% - 10.50%	Bonds / Notes	—	—	$67K	0.3%
Cohen & Steers Capital Management, Inc. Cohen & Steers Real Estate Securities Class Z	Common Stocks	—	—	$49K	0.2%
John Hancock Investment Management JH Multimanager 2010 Lifetime Portfolio Class R6	Other securities	—	—	$27K	0.1%
Federated Hermes Institutional High Yield Bond Fund	Other securities	—	—	$26K	0.1%
Lord, Abbett & Co Lord Abbett Bond Debenture Fund Class R6	U.S. Treasuries	—	—	$25K	0.1%
Massachusetts Financial Services Company MFS International Diversification Fund Class R6	Mutual Funds	—	—	$24K	0.1%
Dimensional Fund Advisors DFA International Vector Equity Portfolio Institutional Class	Mutual Funds	—	—	$21K	<0.1%
Dimensional Fund Advisors DFA Inflation-Protected Securities Portfolio Class I	Mutual Funds	—	—	$21K	<0.1%
JP Morgan JPMorgan U.S. Government Money Market Fund Capital Class	Cash / Money Market	—	—	$10K	<0.1%
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