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Original filing (PDF)20251014112831NAL0002644897001
HAROLD BROTHERS MECHANICAL CONTRACTORS, INC.
Form 5500
FILING_RECEIVED
HAROLD BROTHERS MECHANICAL 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
283
Accounts w/ balance
278
Plan assets (EOY)
$22.7M
Net assets (EOY)
$21.8M
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 (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAROLD BROTHERS MECHANICAL CONTRACTORS, INC..
Plan sponsor
Name
HAROLD BROTHERS MECHANICAL CONTRACTORS, INC.
EIN
26-3189470
Address
44 WOODROCK ROAD · WEYMOUTH, MA · 02189
Phone
(781) 871-2111
Industry
Other Services (ex. Public Admin)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
2025-10-14
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)
Auditor
MAMACOS BYSIEWICZ & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAP RETIREMENT USA, LLC | 86-3678481 | VANCOUVER, WA | THIRD PARTY ADMIN. | $2K | — |
Other
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| John Hancock Investment Management JH Multimanager 2035 Lifetime Portfolio Class R6 | — | — | — | $3.5M | 15.5% | |
| John Hancock Investment Management JH Multimanager 2055 Lifetime Portfolio Class R6 | — | — | — | $2.5M | 11.0% | |
| John Hancock Investment Management JH Multimanager 2040 Lifetime Portfolio Class R6 | — | — | — | $2.2M | 9.5% | |
| John Hancock Investment Management JH Multimanager 2025 Lifetime Portfolio Class R6 | — | — | — | $1.9M | 8.5% | |
| John Hancock Investment Management JH Multimanager 2050 Lifetime Portfolio Class R6 | — | — | — | $1.9M | 8.2% | |
| John Hancock Investment Management JH Multimanager 2060 Lifetime Portfolio Class R6 | — | — | — | $1.8M | 7.9% | |
| John Hancock Investment Management JH Multimanager 2045 Lifetime Portfolio Class R6 | — | — | — | $1.7M | 7.6% | |
| John Hancock Investment Management JH Multimanager 2030 Lifetime Portfolio Class R6 | — | — | — | $1.6M | 6.9% | |
| Dodge & Cox Dodge & Cox Stock Fund | — | — | — | $714K | 3.2% | |
| John Hancock Investment Management JH Multimanager 2020 Lifetime Portfolio Class R6 | — | — | — | $558K | 2.5% | |
| John Hancock Investment Management JH Multimanager 2065 Lifetime Portfolio Class R6 | — | — | — | $515K | 2.3% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $400K | 1.8% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $371K | 1.6% | |
| Capital Research and Management Company American Fundamental Investors R6 | — | — | — | $341K | 1.5% | |
| Capital Research and Management Company American Balanced Large Cap Growth Z | — | — | — | $304K | 1.3% | |
| Capital Research and Management Company Capital World Growth & Income Fund Class R6 | — | — | — | $263K | 1.2% | |
| Columbia Management Investment Advisers Columbia Small Cap Index Fund Institutional 3 Class | — | — | — | $237K | 1.0% | |
| Capital Research and Management Company American New Perspective Fund Class R6 | — | — | — | $219K | 1.0% | |
| Capital Research and Management Company American Balanced Fund Class R6 | — | — | — | $206K | 0.9% | |
| John Hancock Investment Companies John Hancock Stable Value Fund Portfolio Class R6 | — | — | — | $173K | 0.8% | |
| Capital Research and Management Company American New World Fund R6 | — | — | — | $171K | 0.8% | |
| Allspring Funds Management Allspring Special Mid Cap Value Fund Class R6 | — | — | — | $144K | 0.6% | |
| BlackRock Advisors BlackRock Mid-Cap Growth Equity Portfolio Institutional Shares | — | — | — | $134K | 0.6% | |
| Vanguard Small Cap Value Index | — | — | — | $110K | 0.5% | |
| Capital Research and Management Company American Century Small Cap Growth Fund Class R6 | — | — | — | $106K | 0.5% | |
| John Hancock Investment Management John Hancock Bond Fund | — | — | — | $82K | 0.4% | |
| Capital Research and Management Company EuroPacific Growth Fund Class R6 | — | — | — | $76K | 0.3% | |
| Notes Recievable from Participants Interest rates ranging from 6.00% - 10.50% | — | — | — | $67K | 0.3% | |
| Cohen & Steers Capital Management, Inc. Cohen & Steers Real Estate Securities Class Z | — | — | — | $49K | 0.2% | |
| John Hancock Investment Management JH Multimanager 2010 Lifetime Portfolio Class R6 | — | — | — | $27K | 0.1% | |
| Federated Hermes Institutional High Yield Bond Fund | — | — | — | $26K | 0.1% | |
| Lord, Abbett & Co Lord Abbett Bond Debenture Fund Class R6 | — | — | — | $25K | 0.1% | |
| Massachusetts Financial Services Company MFS International Diversification Fund Class R6 | — | — | — | $24K | 0.1% | |
| Dimensional Fund Advisors DFA International Vector Equity Portfolio Institutional Class | — | — | — | $21K | <0.1% | |
| Dimensional Fund Advisors DFA Inflation-Protected Securities Portfolio Class I | — | — | — | $21K | <0.1% | |
| JP Morgan JPMorgan U.S. Government Money Market Fund Capital Class | — | — | — | $10K | <0.1% | |
| John Hancock Investment Management JH Multimanager 2015 Lifetime Portfolio Class R6 | — | — | — | $3K | <0.1% |
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