Original filing (PDF)20250709153602NAL0005867169001

COMPLETE MECHANICAL SERVICES

Name: COMPLETE MECHANICAL SERVICES — COMPLETE MECHANICAL SERVICES 401(K) PLAN, Form 5500 (2024)
Creator: COMPLETE MECHANICAL SERVICES

Form 5500-SF

FILING_RECEIVED

COMPLETE MECHANICAL SERVICES 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

142

Accounts w/ balance

144

Plan assets (EOY)

$10.0M

Net assets (EOY)

$10.0M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMPLETE MECHANICAL SERVICES.

Plan sponsor

Name

COMPLETE MECHANICAL SERVICES

EIN

31-1680605

Address

11399 GROOMS ROAD · BLUE ASH, OH · 45242

Phone

(513) 489-3080

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

2025-07-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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