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Original filing (PDF)20260225224108NAL0006358259001
AIRCO MECHANICAL, LTD.
Form 5500
FILING_RECEIVED
AIRCO MECHANICAL, LTD. 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 3.3 moNo recordkeeper disclosed
Active participants
764
Accounts w/ balance
794
Plan assets (EOY)
$27.8M
Net assets (EOY)
$27.8M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
87
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 3.3 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AIRCO MECHANICAL, LTD..
Plan sponsor
Name
AIRCO MECHANICAL, LTD.
EIN
33-1054366
Address
1000 SOUTH IH 35 · ROUND ROCK, TX · 786816641
Phone
(512) 837-2917
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
2026-02-25
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)
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TCG GROUP HOLDINGS, LLP | 20-0529591 | — | NONE | $35K | — |
Investments
27 direct securities· $27.1M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2035 Inst Mutual funds | — | — | — | $3.9M | 14.2% | |
| Nuveen Lifecycle Index 2045 Inst Mutual funds | — | — | — | $3.5M | 12.8% | |
| Nuveen Lifecycle Index 2040 Inst Mutual funds | — | — | — | $3.4M | 12.2% | |
| Nuveen Lifecycle Index 2030 Inst Mutual funds | — | — | — | $2.7M | 9.8% | |
| Nuveen Lifecycle Index 2025 Inst Mutual funds | — | — | — | $2.5M | 9.0% | |
| Nuveen Lifecycle Index 2060 Inst Mutual funds | — | — | — | $2.2M | 8.0% | |
| Nuveen Lifecycle Index 2050 Inst Mutual funds | — | — | — | $2.2M | 7.8% | |
| Nuveen Lifecycle Index 2055 Inst Mutual funds | — | — | — | $1.6M | 5.8% | |
| Vanguard 500 Index F Mutual funds | — | — | — | $1.0M | 3.7% | |
| With varying maturity dates through October 2029 and interest rates ranging * Notes receivable from participants from 5.25% - 10.50% | — | — | — | $963K | 3.5% | |
| DFA US Core Eqty 1 Port Instl Mutual funds | — | — | — | $576K | 2.1% | |
| Vanguard Mid Cap Indes Fund Admiral Mutual funds | — | — | — | $529K | 1.9% | |
| Victory Incore Fund for Incom CL I Mutual funds ** 348 * Schwab Bank Savings Interest-bearing cash | — | — | — | $415K | 1.5% | |
| Vanguard Small Cap I Mutual funds | — | — | — | $346K | 1.2% | |
| Nuveen Lifecycle Index 2015 Inst Mutual funds ** 294 Nuveen Lifecycle Index 2020 Inst Mutual funds | — | — | — | $324K | 1.2% | |
| Lord Abbett Short Dur Income CL R6 Mutual funds | — | — | — | $177K | 0.6% | |
| Blackrock Total Return FD CL K Mutual funds | — | — | — | $95K | 0.3% | |
| DFA Global Real Estate Sec Port Inst Mutual funds | — | — | — | $93K | 0.3% | |
| Vanguard Developed Mkts Index Adm Mutual funds | — | — | — | $81K | 0.3% | |
| Vanguard Life Strategy Growth Fd I Mutual funds | — | — | — | $70K | 0.3% | |
| Templeton Global Bond Fund CL R6 Mutual funds ** 43 Nuveen Lifecycle Ind Ret Inc Inst Mutual funds | — | — | — | $65K | 0.2% | |
| DFA Intl Small Co Port Instl Mutual funds | — | — | — | $42K | 0.2% | |
| Blackrock Emerging Mkts Fd Cl I Mutual funds | — | — | — | $32K | 0.1% | |
| Vanguard Life Strategy Income Fd I Mutual funds | — | — | — | $31K | 0.1% | |
| DFA Inflation Protect Sec Port Instl Mutual funds | — | — | — | $23K | <0.1% | |
| Vanguard Life Strat Mod Growth Fund I Mutual funds | — | — | — | $18K | <0.1% | |
| Vanguard Lifestrat Consrv Growth Fd I Mutual funds | — | — | — | $14K | <0.1% |
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