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Original filing (PDF)20251014180545NAL0007091026001
EMCOR FACILITIES SERVICES, INC.
Form 5500
FILING_RECEIVED
EMCOR FACILITIES SERVICES, INC. FIELD EMPLOYEES' 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,669
Accounts w/ balance
879
Plan assets (EOY)
$39.4M
Net assets (EOY)
$39.4M
How this plan invests
This plan
18 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 33% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMCOR FACILITIES SERVICES, INC..
Plan sponsor
Name
EMCOR FACILITIES SERVICES, INC.
EIN
31-0873334
Address
301 MERRITT SEVEN, 6TH FLOOR · NORWALK, CT · 06851
Phone
(203) 849-7800
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $44K | — |
Investments
10 direct securities · 18 pooled funds· $39.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$30.7M
18 holdings
Uncategorized
$8.4M
9 holdings
Mutual Funds
$308K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $4.7M | 11.9% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $3.9M | 9.8% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $3.3M | 8.4% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $3.0M | 7.5% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $2.8M | 7.0% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $2.6M | 6.6% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $2.4M | 6.1% | |
| Vanguard Institutional Index Fund | — | — | — | $2.4M | 6.1% | |
| Brown Advisory Brown Advisory Sustainable Growth I Fund | — | — | — | $2.4M | 6.0% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $2.3M | 5.8% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $1.4M | 3.5% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.4M | 3.5% | |
| Dodge & Cox Dodge & Cox Stock Fund | — | — | — | $1.2M | 3.1% | |
| with varying maturity dates | — | — | — | $1.1M | 2.9% | |
| T. ROWE PRICE NEW HORIZONS TRUST T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 014 | Common Collective Trust | — | — | $1.0M | 2.6% | |
| PGIM CORE PLUS BOND 3 FUND PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $740K | 1.9% | |
| Vanguard Total International Stock Index Fund | — | — | — | $563K | 1.4% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $548K | 1.4% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $340K | 0.9% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $308K | 0.8% | |
| TRP US SMALL-CAP VALUE EQUITY TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495449 / PN 001 | Common Collective Trust | — | — | $301K | 0.8% | |
| American Funds EuroPacific Growth Fund | — | — | — | $256K | 0.6% | |
| American Century Mid Cap Value Fund | — | — | — | $233K | 0.6% | |
| Cohen & Steers Cohen & Steers Institutional Realty Fund | — | — | — | $207K | 0.5% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $84K | 0.2% | |
| T. Rowe Price Trust Company T. Rowe Price U.S. Treasury Money Fund | — | — | — | $30K | <0.1% | |
| TRP RETIREMENT BALANCED TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% |
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