How big is Charlotte Mechanical, LLC's plan?

Charlotte Mechanical, LLC's plan reported $4.2M in assets and 117 participants for 2025.

Original filing (PDF)20260518143355NAL0000249665001

Charlotte Mechanical, LLC

Name: Charlotte Mechanical, LLC — Charlotte Mechanical, Form 5500 (2025)
Creator: Charlotte Mechanical, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charlotte Mechanical, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Charlotte Mechanical, LLC's Charlotte Mechanical, LLC 401(k) Profit Sharing Plan held $4.2M in plan assets for 117 participants in 2025.

Active participants

117

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan identifiers

Charlotte Mechanical, LLC's EIN is 47-0947216.

EIN 47-0947216

Plan number 001

Plan year 2025

ACK ID 20260518143355NAL0000249665001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Charlotte Mechanical, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Charlotte 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 CHARLOTTE MECHANICAL, LLC.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score