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AXIS MECHANICAL INC. — AXIS MECHANICAL INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250721113026NAL0001398721001
AXIS MECHANICAL INC.
Form 5500-SF
FILING_RECEIVED
AXIS MECHANICAL INC. 401(K) PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
6
Plan assets (EOY)
$706K
Net assets (EOY)
$706K
Plan health score (directional)
86
/ 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
AXIS MECHANICAL INC.
.
Find decision makers
Plan sponsor
Name
AXIS MECHANICAL INC.
EIN
45-5015336
Address
2474 DE LA CRUZ BLVD · SANTA CLARA, CA · 950502923
Phone
(408) 573-7400
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
2025-07-21
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)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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BLUFF COUNTRY WATER CORPORATION DBA CULLIGAN WATER TREATMENT
BLUFF COUNTRY WATER CORPORATION DBA CULLIGAN WATER TREATMENT 401(K) PLAN &
$707K · 10 participants
80
Knocking points off
55% balance-to-active ratio — below typical for a healthy 401(k).
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.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
SUBURBAN PLUMBING & HEATING, INC.
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MCDONALD AIR & SHEET METAL, INC.
MCDONALD AIR & SHEET METAL, INC. 401(K) PLAN
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