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Original filing (PDF)20251015164029NAL0006952864001
TRUE AIR MECHANICAL, INC.
Form 5500
FILING_RECEIVED
TRUE AIR 401(K) PLAN
401(k) retirement plan
Active participants
292
Accounts w/ balance
174
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.6M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Participation health
80
Knocking points off
- 60% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUE AIR MECHANICAL, INC..
Plan sponsor
Name
TRUE AIR MECHANICAL, INC.
EIN
27-3944870
Address
1801 CALIFORNIA AVENUE · CORONA, CA · 92881
Phone
(949) 382-6337
Industry
Plumbing, Heating, AC Contractors· Constructionsee 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
2025-10-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HM&M GROUP, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $6K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NICHOLAS PENSION CONSULTANTS | 27-1186851 | RANCHO CORDOVA, CA | CONTRACT ADMIN | $7K | — |
Investments
25 direct securities· $3.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2055 TRGT DATE RETIRE R2E Registered investment company | — | — | — | $744K | 20.4% | |
| AMERICAN FUNDS 2035 TRGT DATE RETIRE R2E Registered investment company | — | — | — | $548K | 15.0% | |
| AMERICAN FUNDS 2040 TRGT DATE RETIRE R2E Registered investment company | — | — | — | $382K | 10.5% | |
| AMERICAN FUNDS 2030 TRGT DATE RETIRE R2E Registered investment company | — | — | — | $360K | 9.8% | |
| AMERICAN FUNDS 2045 TRGT DATE RETIRE R2E Registered investment company | — | — | — | $323K | 8.8% | |
| AMERICAN FUNDS 2050 TRGT DATE RETIRE R2E Registered investment company | — | — | — | $265K | 7.2% | |
| AMERICAN FUNDS NEW ECONOMY R2E Registered investment company | — | — | — | $256K | 7.0% | |
| AMERICAN FUNDS SMALLCAP WORLD R2E Registered investment company | — | — | — | $248K | 6.8% | |
| Notes receivable from participants with interest rates of 4.25% to 9.50% | — | — | — | $107K | 2.9% | |
| AMERICAN FUNDS INCOME FUND OF AMER R2E Registered investment company | — | — | — | $74K | 2.0% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R2E Registered investment company | — | — | — | $70K | 1.9% | |
| AMERICAN FUNDS GLOBAL INSIGHT R2E Registered investment company | — | — | — | $66K | 1.8% | |
| AMERICAN FUNDS AMCAP R2E Registered investment company | — | — | — | $54K | 1.5% | |
| AMERICAN FUNDS 2025 TRGT DATE RETIRE R2E Registered investment company | — | — | — | $49K | 1.3% | |
| AMERICAN FUNDS 2060 TARGET DATE RET R2E Registered investment company | — | — | — | $44K | 1.2% | |
| AMERICAN FUNDS INVMT CO OF AMER R2E Registered investment company | — | — | — | $42K | 1.1% | |
| AMERICAN FUNDS US GOVT MONEY MARKET R2E Registered investment company | — | — | — | $39K | 1.1% | |
| AMERICAN FUNDS GROWTH FUND OF AMER R2E Registered investment company | — | — | — | $13K | 0.3% | |
| AMERICAN FUNDS BOND FUND OF AMER R2E Registered investment company | — | — | — | $8K | 0.2% | |
| AMERICAN FUNDS NEW PERSPECTIVE R2E Registered investment company | — | — | — | $5K | 0.1% | |
| AMERICAN FUNDS FUNDAMENTAL INVS R2E Registered investment company | — | — | — | $4K | 0.1% | |
| AMERICAN FUNDS 2065 TARGET DATE FUND R2E Registered investment company | — | — | — | $3K | <0.1% | |
| AMERICAN FUNDS AMERICAN MUTUAL R2E Registered investment company | — | — | — | $2K | <0.1% | |
| AMERICAN FUNDS AMERICAN BALANCED R2E Registered investment company | — | — | — | $2K | <0.1% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R2E Registered investment company | — | — | — | $2K | <0.1% |
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