Original filing (PDF)20251014121019NAL0001326051001

ALLIED MECHANICAL SERVICES, INC.

Name: ALLIED MECHANICAL SERVICES, INC. — ALLIED MECHANICAL SERVICES, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: ALLIED MECHANICAL SERVICES, INC.

Form 5500

FILING_RECEIVED

ALLIED MECHANICAL SERVICES, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

213

Accounts w/ balance

257

Plan assets (EOY)

$54.0M

Net assets (EOY)

$54.0M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLIED MECHANICAL SERVICES, INC..

Plan sponsor

Name

ALLIED MECHANICAL SERVICES, INC.

EIN

38-2606103

Address

5688 E. ML AVE · KALAMAZOO, MI · 49048

Phone

(269) 344-0191

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

2025-10-14

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)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SVCS.	82-4555287	—	RECORDKEEPER	$4K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CWS FINANCIAL ADVISORS	—	KALAMAZOO, MI	INVESTMENT ADVISOR	$29K	—

Investments

1 pooled fund· $1.1M(2% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.