Original filing (PDF)20250716084741NAL0002950177001

MIDWESTERN MECHANICAL, INC.

Name: MIDWESTERN MECHANICAL, INC. — MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MIDWESTERN MECHANICAL, INC.

Form 5500

FILING_RECEIVED

MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

275

Accounts w/ balance

328

Plan assets (EOY)

$13.3M

Net assets (EOY)

$13.3M

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 C

Average plan with room to improve

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 MIDWESTERN MECHANICAL, INC..

Plan sponsor

Name

MIDWESTERN MECHANICAL, INC.

EIN

42-1242780

Address

4105 N LEWIS AVE · SIOUX FALLS, SD · 57104

Phone

(605) 339-3963

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

2025-07-16

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$45K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
VPAG LLC DBA VISIONPOINT ADVISORY G	—	DALLAS, TX	INVESTMENT ADVISOR	$31K	—

Investments

1 pooled fund· $214K(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.