· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JD MECHANICAL HEATING & AIR INC — JD MECHANICAL HEATING & AIR INC 401K P/S PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250723065033NAL0001687251001
JD MECHANICAL HEATING & AIR INC
Form 5500-SF
FILING_RECEIVED
JD MECHANICAL HEATING & AIR INC 401K P/S PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
3
Plan assets (EOY)
$311
Net assets (EOY)
$311
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
JD MECHANICAL HEATING & AIR INC
.
Find decision makers
Plan sponsor
Name
JD MECHANICAL HEATING & AIR INC
EIN
46-2379482
Address
16451 LAWSON VALLEY RD · DLV BLACK DROPBOX · JAMUL, CA · 91935
Phone
(619) 252-6778
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
2024-10-01
Tax period
2024-12-31
Filed
2025-07-23
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
Similar-size Plumbing, Heating, AC Contractors plans
SRICHI LLC
SRICHI LLC 401K
$312 · 4 participants
A1 INSULATION MECHANICAL
A1 INSULATION MECHANICAL 401K PLAN
$317 · 112 participants
ERIC VALDOVINOS AGUILERA
ERIC VALDOVINOS AGUILERA 401(K) PLAN
$305 · 6 participants
VULPIS AND VULPIS PLUMBING INC
VULPIS AND VULPIS PLUMBING INC 401(K) PROFIT SHARING PLAN & TRUST
$318 · 13 participants
TEAM MUNOZ CARPENTRY LLC
TEAM MUNOZ CARPENTRY LLC
$320 · 3 participants
65
Knocking points off
Only 38% as many balances as active participants — suggests many active employees aren't deferring.
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
JNB SERVICES LLC
JNB SERVICES LLC 401(K) PLAN
$300 · 2 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B