· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CONTROL POINT MECHANICAL — CONTROL POINT MECHANICAL INC 401K PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250701134411NAL0012748081001
CONTROL POINT MECHANICAL
Form 5500-SF
FILING_RECEIVED
CONTROL POINT MECHANICAL INC 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
19
Accounts w/ balance
18
Plan assets (EOY)
$968K
Net assets (EOY)
$968K
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CONTROL POINT MECHANICAL
.
Find decision makers
Plan sponsor
Name
CONTROL POINT MECHANICAL
EIN
45-0550247
Address
155 MEMORIAL DR STE D · SHREWSBURY, MA · 01545
Phone
(508) 845-4822
Industry
Plumbing, Heating, AC Contractors
· 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
2025-07-01
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)
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 Plumbing, Heating, AC Contractors plans
THOMAS MECHANICAL, LLC
THOMAS MECHANICAL, LLC 401(K) SAVINGS PLAN
$968K · 37 participants
HR MECHANICAL SERVICES LLC
HR MECHANICAL SERVICES LLC 401(K) PLAN
$968K · 9 participants
AKELA CONTRACTING LLC
AKELA CONTRACTING LLC 401(K) PLAN
$968K · 14 participants
REEVES SPECIALTY SERVICES, INC.
REEVES SPECIALTY SERVICES, INC. 401(K) PLAN
$968K · 28 participants
B V TETZLAFF, INC.
B V TETZLAFF, INC. 401(K) PLAN
$967K · 7 participants
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ALTERNATIVE HVAC SOLUTIONS, INC.
ALTERNATIVE HVAC SOLUTIONS, INC. 401(K) PLAN & TRUST
$967K · 14 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
