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Original filing (PDF)20250929161447NAL0011066881001
MAMMOTH ELECTRIC, INC.
Form 5500
FILING_RECEIVED
MAMMOTH ELECTRIC, INC. 401(K) & PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
~133 bps in Sched C feesNo recordkeeper disclosed
Active participants
160
Accounts w/ balance
237
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 133 bps in Schedule C fees — 156% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAMMOTH ELECTRIC, INC..
Plan sponsor
Name
MAMMOTH ELECTRIC, INC.
EIN
33-0652573
Address
170 E LIBERTY AVENUE · ANAHEIM, CA · 92801
Phone
(714) 446-8880
Industry
Electrical 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
2025-09-29
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
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | — | SAINT PETERSBURG, FL | NONE | $25K | — |
| NATIONWIDE | — | COLUMBUS, OH | NONE | $9K | — |
| NATIONWIDE RETIREMENT PLANS | — | COLUMBUS, OH | NONE | $747 | — |
| NATIONWIDE | — | COLUMBUS, OH | NONE | $333 | — |
Investments
21 direct securities· $2.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| WlmnTRMyWayRtrmtIndx2055 R Mutual Fund N/A | — | — | — | $443K | 16.9% | |
| WlmnTRMyWayRtrmtIndx2060 R Mutual Fund N/A | — | — | — | $370K | 14.1% | |
| WlmnTRMyWayRtrmtIndx2040 R Mutual Fund N/A | — | — | — | $341K | 13.0% | |
| WlmnTRMyWayRtrmtIndx2050 R Mutual Fund N/A | — | — | — | $243K | 9.3% | |
| WlmnTRMyWayRtrmtIndRtrmt R Mutual Fund N/A | — | — | — | $217K | 8.3% | |
| WlmnTRMyWayRtrmtIndx2045 R Mutual Fund N/A | — | — | — | $211K | 8.1% | |
| WlmnTRMyWayRtrmtIndx2035 R Mutual Fund N/A | — | — | — | $192K | 7.3% | |
| MFS Ttl Rtn R4 Mutual Fund N/A | — | — | — | $157K | 6.0% | |
| WlmnTRMyWayRtrmtIndx2030 R Mutual Fund N/A | — | — | — | $140K | 5.3% | |
| WlmnTRMyWayRtrrnt LgCap Gr R Mutual Fund N/A | — | — | — | $117K | 4.5% | |
| WLMNTRMYWAYRTRMT LGCAPGR R MUTUAL FUND | — | — | — | $117K | 4.5% | |
| interest rates of 5.50% - 10.50% - | — | — | — | $107K | 4.1% | |
| WlmnTRBR Eq Indx 1 Mutual Fund N/A | — | — | — | $44K | 1.7% | |
| WlmnTRBR Mdcap Eq Indz 1 Mutual Fund N/A | — | — | — | $19K | 0.7% | |
| WlmnTRMyWayRtrmtI Bal R Mutual Fund N/A | — | — | — | $6K | 0.2% | |
| WlmnTRMywayrtrrnt SrnCapGr R Mutual Fund N/A | — | — | — | $4K | 0.1% | |
| WLMNTRMYWAYRTRMT SMCAPGR R MUTUAL FUND | — | — | — | $4K | 0.1% | |
| WlmnTRMyWayRtrrnt MdCpVal R Mutual Fund N/A | — | — | — | $3K | 0.1% | |
| WlmnTRMywayRtrmtMltSctBd R Mutual Fund N/A | — | — | — | $3K | 0.1% | |
| Fed Hrms Gov Oblgtns Prmr Mutual Fund N/A | — | — | — | $2K | <0.1% | |
| WlmnTRMyWayRtrmtI Intl Gr R Mutual Fund N/A | — | — | — | $2K | <0.1% |