Original filing (PDF)20251013094147NAL0000451411001

JAY MECHANICAL

Name: JAY MECHANICAL — JAY MECHANICAL RETIREMENT PLAN, Form 5500 (2023)
Creator: JAY MECHANICAL

Form 5500-SF

FILING_RECEIVED

JAY MECHANICAL RETIREMENT PLAN

401(k) retirement plan

Signals · 1

Late filing · 10.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$88K

Net assets (EOY)

$88K

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

Filed 10.9 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

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

Plan sponsor

Name

JAY MECHANICAL

EIN

61-1546689

Address

24 NEW ENGLAND DR · SUITE 30 · ESSEX JUNCTION, VT · 05452

Phone

(802) 310-2645

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