How big is Heritage Mechanical, LLC's plan?

Heritage Mechanical, LLC's plan reported $557K in assets and 5 participants for 2024.

Original filing (PDF)20250618070437NAL0001255475001

Heritage Mechanical, LLC

Name: Heritage Mechanical, LLC — Heritage Mechanical, LLC, Form 5500 (2024)
Creator: Heritage Mechanical, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Mechanical, LLC 401(k) Plan

401(k) retirement plan · Heritage Mechanical, LLC's Heritage Mechanical, LLC 401(k) Plan held $557K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$557K

Net assets (EOY)

$557K

Plan identifiers

Heritage Mechanical, LLC's EIN is 45-4717796.

EIN 45-4717796

Plan number 001

Plan year 2024

ACK ID 20250618070437NAL0001255475001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heritage Mechanical, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage Mechanical, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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

Vendor & structure

100

Helping the score