· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PK MECHANICAL SYSTEMS, INC. — THE CONTRACTORS RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250725190434NAL0015645362001
PK MECHANICAL SYSTEMS, INC.
Form 5500-SF
FILING_RECEIVED
THE CONTRACTORS RETIREMENT PLAN
401(k) retirement plan
Active participants
36
Accounts w/ balance
23
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
86
/ 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PK MECHANICAL SYSTEMS, INC.
.
Find decision makers
Plan sponsor
Name
PK MECHANICAL SYSTEMS, INC.
EIN
35-2179113
Address
41419 PEAR ST · SUITE 4 · MURRIETA, CA · 92562
Phone
(951) 245-5537
Industry
Construction
see 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
2025-07-25
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Construction plans
SLATE CONSTRUCTION, LLC
SLATE CONSTRUCTION 401(K) PLAN
$1.8M · 15 participants
HUGHES BROTHERS CONSTRUCTION INC
HUGHES BROTHERS CONSTRUCTION, INC. 401(K) PLAN
$1.8M · 290 participants
GRAY'S POWER SUPPLY LLC
GRAYS POWER SUPPLY 401(K) PLAN
$1.8M · 16 participants
CALIAGUA, INC.
CALIAGUA, INC. DEFINED BENEFIT PENSION PLAN
$1.8M · 6 participants
SOL CONSTRUCTION LLC
SOL CONSTRUCTION LLC 401(K) PLAN
$1.8M · 37 participants
80
Knocking points off
64% balance-to-active ratio — below typical for a healthy 401(k).
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
NORTHWEST CABLE CONSTRUCTION, INC.
NORTHWEST CABLE CONSTRUCTION INC. 401(K) PLAN
$1.8M · 30 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
