Back to filter
Original filing (PDF)20251015183719NAL0007062704001
M3 HVAC
Form 5500-SF
FILING_RECEIVED
M3 HVAC 401(K) P/S PLAN
401(k) retirement plan
Active participants
19
Accounts w/ balance
31
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for M3 HVAC.
Plan sponsor
Name
M3 HVAC
EIN
33-0922911
Address
1019 E LACY AVE · ANAHEIM, CA · 92805
Phone
(714) 628-1308
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
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Plumbing, Heating, AC Contractors plans
EFFICIENCY EXPERTS INC.
EFFICIENCY EXPERTS, INC. 401(K)PLAN
$1.0M · 3 participants
SIMCO REFRIGERATION, INC
SIMCO REFRIGERATION INC. 401(K) PROFIT SHARING PLAN
$1.0M · 9 participants
MCHENRY HEATING & AIR, INC.
MCHENRY HEATING & AIR, INC. 401(K) PLAN
$1.0M · 34 participants
MAEDA SHEETMETAL & AIR CONDITIONING, INC.
MAEDA SHEETMETAL & AIR CONDITIONING, INC. PROFIT SHARING PLAN (001)
$1.0M · 5 participants
KLM MECHANICAL SERVICE INC.
KLM MECHANICAL SERVICE INC. 401(K) SAFE HARBOR
$1.0M · 27 participants
D & R HEATING & COOLING, INC.
D & R HEATING & COOLING 401(K)
$1.0M · 17 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B