· 2022–2024 · DOL EFAST2

TWEET-GAROT MECHANICAL, INC. — TWEET-GAROT MECHANICAL, INC. SELECT UNION 401(K) PLAN, Form 5500 (2024)

Original filing (PDF)20250714070209NAL0002075666002

TWEET-GAROT MECHANICAL, INC.

Form 5500-SF

FILING_RECEIVED

TWEET-GAROT MECHANICAL, INC. SELECT UNION 401(K) PLAN

401(k) retirement plan

Active participants

37

Accounts w/ balance

3

Plan assets (EOY)

$110K

Net assets (EOY)

$110K

Plan health score

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

46

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TWEET-GAROT MECHANICAL, INC..

Plan sponsor

Name

TWEET-GAROT MECHANICAL, INC.

EIN

39-1194275

Address

325 REID STREET · DE PERE, WI · 54115

Phone

(920) 498-7640

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Plumbing, Heating, AC Contractors plans

ABOVE ALL PLUMBING SERVICES, INC.

ABOVE ALL PLUMBING SERVICES, INC. 401(K) PLAN

$110K · 34 participants

A CONNELLS APPLIANCE HEATING & A

A CONNELLS SERVICE COMPANY INC

$110K · 29 participants

QUALITY AIR CONDITIONING COMPANY INC

QUALITY AIR CONDITIONING CO INC 401K PLAN

THERIOT, INC. 401(K) PLAN

$110K · 21 participants

WILCOX PLUMBING

WILCOX PLUMBING 401(K) PLAN

$110K · 8 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.