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Original filing (PDF)20250916051251NAL0002219952001
MECHANICAL SYSTEMS & SERVICES
Form 5500
FILING_RECEIVED
MECHANICAL SYSTEMS & SERVICES, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
696
Accounts w/ balance
557
Plan assets (EOY)
$33.9M
Net assets (EOY)
$33.9M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MECHANICAL SYSTEMS & SERVICES.
Plan sponsor
Name
MECHANICAL SYSTEMS & SERVICES
EIN
56-1973119
Address
11524 WILMAR BLVD · CHARLOTTE, NC · 28273
Phone
(704) 372-4344
Industry
Plumbing, Heating, AC Contractors· Constructionsee 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
2025-09-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GREERWALKER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $20K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAI CAPITAL MANAGEMENT, LLC | 61-1495162 | — | INVESTMENT/FINANCIAL ADVI | $69K | — |
Investments
30 direct securities · 1 pooled fund· $33.0M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$31.7M
27 holdings
Common Collective Trust
$1.3M
1 holding
Uncategorized
$8K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FA FREEDOM 2030 I | Registered Investment Companies | — | — | $5.7M | 16.8% | |
| FID 500 IND | Registered Investment Companies | — | — | $4.8M | 14.1% | |
| FA FREEDOM 2035 I | Registered Investment Companies | — | — | $3.4M | 10.0% | |
| FA FREEDOM 2040 I | Registered Investment Companies | — | — | $2.7M | 8.0% | |
| FA FREEDOM 2050 I | Registered Investment Companies | — | — | $2.6M | 7.6% | |
| FA FREEDOM 2055 I | Registered Investment Companies | — | — | $1.9M | 5.7% | |
| FA FREEDOM 2045 I | Registered Investment Companies | — | — | $1.8M | 5.3% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $1.3M | 3.9% | |
| FA FREEDOM 2025 I | Registered Investment Companies | — | — | $1.3M | 3.8% | |
| DODGE & COX INTL STOCK I | Registered Investment Companies | — | — | $1.0M | 3.1% | |
| ALGER CAPITAL APPR INSTIT - I | Registered Investment Companies | — | — | $924K | 2.7% | |
| FA FREEDOM 2060 I | Registered Investment Companies | — | — | $872K | 2.6% | |
| ALLSPRING SPECIAL LC VALUE INS | Registered Investment Companies | — | — | $733K | 2.2% | |
| FA FREEDOM 2020 I | Registered Investment Companies | — | — | $629K | 1.9% | |
| GS MID CAP GROWTH INV | Registered Investment Companies | — | — | $530K | 1.6% | |
| JPMORGAN CORE BOND I | Registered Investment Companies | — | — | $388K | 1.1% | |
| FA FREEDOM 2015 I | Registered Investment Companies | — | — | $387K | 1.1% | |
| AMER BEACON SMCP VAL R5 | Registered Investment Companies | — | — | $315K | 0.9% | |
| NEUBERGER&BERMAN GENESIS TRST | Registered Investment Companies | — | — | $301K | 0.9% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $295K | 0.9% | |
| WASATCH SMALL CAP GROWTH INV | Registered Investment Companies | — | — | $294K | 0.9% | |
| ALLSPRING SPECIAL MC VAL INST | Registered Investment Companies | — | — | $247K | 0.7% | |
| FID ADV DIV INTL I | Registered Investment Companies | — | — | $166K | 0.5% | |
| T.ROWE PRICE REAL ESTATE - ADV | Registered Investment Companies | — | — | $161K | 0.5% | |
| GOLDMAN SACHS DYNAMIC BOND INS | Registered Investment Companies | — | — | $116K | 0.3% | |
| JPMORGAN EMG MKTS EQTY I | Registered Investment Companies | — | — | $109K | 0.3% | |
| FA FREEDOM INCOME I | Registered Investment Companies | — | — | $15K | <0.1% | |
| FA FREEDOM 2010 I | Registered Investment Companies | — | — | $3K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| (1) X DOL Regulation 2520.103-8 (2) X DOL Regulation 2520.103-12(d) (3) X neither DOL Regulation 2520.103-8 nor DOL Regulation 2520.103-12(d). | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% |
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