How big is Wortman Mechanical, LLC's plan?

Wortman Mechanical, LLC's plan reported $279K in assets and 11 participants for 2024.

Original filing (PDF)20250922105116NAL0005504896001

Wortman Mechanical, LLC

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

Form 5500-SF

FILING_RECEIVED

Wortman Mechanical Employee Retirement Plan

401(k) retirement plan · Wortman Mechanical, LLC's Wortman Mechanical Employee Retirement Plan held $279K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$279K

Net assets (EOY)

$279K

People on this filing

Brian Wortman signed Wortman Mechanical, LLC's 2024 Form 5500 as plan administrator.

Brian Wortman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wortman Mechanical, LLC's EIN is 54-1911018.

EIN 54-1911018

Plan number 001

Plan year 2024

ACK ID 20250922105116NAL0005504896001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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