Back to filter
Original filing (PDF)20250923144903NAL0007455968001
VALOR MECHANICAL, INC.
Form 5500-SF
FILING_RECEIVED
VALOR MECHANICAL, INC. 401(K) PLAN
401(k) retirement plan
Active participants
24
Accounts w/ balance
36
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
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 VALOR MECHANICAL, INC..
Plan sponsor
Name
VALOR MECHANICAL, INC.
EIN
37-1523346
Address
1001 2ND AVE NW · STEWARTVILLE, MN · 55976
Phone
(507) 218-8400
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
2025-09-23
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)
3H · Sponsor in controlled / affiliated group
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
AR ENGH HEATING & AIR CONDITIONING
AR ENGH HEATING & AIR CONDITIONING 401(K) PLAN
$1.7M · 14 participants
SIGNAL MECHANICAL, INC.
SIGNAL MECHANICAL 401K PLAN
$1.7M · 22 participants
RICHARDS PLUMBING AND HEATING CO., INC.
RICHARDS PLUMBING AND HEATING CO., INC. CASH BALANCE PLAN
$1.7M · 23 participants
INTER-COUNTY MECHANICAL CORP.
INTER-COUNTY MECHANICAL CORP. 401(K) PROFIT SHARING PLAN
$1.7M · 17 participants
HUNTER-PRELL COMPANY
HUNTER PRELL COMPANY EMPLOYEES PROFIT SHARING PLAN
$1.7M · 4 participants
KELAIR, INC.
KELAIR, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$1.7M · 15 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
