How big is Southeast Mechanical's plan?

Southeast Mechanical's plan reported $7.0M in assets and 176 participants for 2024.

Original filing (PDF)20251009081626NAL0003735123001

Southeast Mechanical

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

Form 5500

FILING_RECEIVED

Southeast Mechanical Contractors 401(k) Plan

401(k) retirement plan · Southeast Mechanical's Southeast Mechanical Contractors 401(k) Plan held $7.0M in plan assets for 176 participants in 2024, with Transamerica as recordkeeper.

Signals · 1

36% in single holding

Active participants

176

Accounts w/ balance

142

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

People on this filing

Daisy Jimenez signed Southeast Mechanical's 2024 Form 5500 as plan administrator.

Daisy Jimenez — 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

Southeast Mechanical's EIN is 65-1153325.

EIN 65-1153325

Plan number 001

Plan year 2024

ACK ID 20251009081626NAL0003735123001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Southeast Mechanical'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 SOUTHEAST MECHANICAL.

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

SOUTHEAST MECHANICAL

EIN

all filings

Address

2120 SW 57TH TERRACE · HOLLYWOOD, FL · 33023

Phone

(954) 965-5860

Industry

Plumbing, Heating, AC Contractors· Construction

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

2025-10-09

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)

Audit & trust (Schedule H)

Auditor

FORVIS MAZARS, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORDKEEPER	$12K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
KESTRA ADVISORY SERVICES, LLC	35-2552359	—	INVESTMENT ADVISORY	$38K	—

Investments

29 direct securities· $7.0M(100% of reported assets)

Guaranteed Income / GIC

$2.5M

1 holding

Mutual Funds

$2.0M

9 holdings

Other securities

$1.5M

14 holdings

Common Collective Trusts

$906K

4 holdings

Common Stocks

$30K

1 holding

					% of plan
* Transamerica Life Insurance Company Transamerica Stable Value Core Option	Guaranteed Income / GIC	—	—	$2.5M	35.7%
MFS Investment Management MFS Growth R6	Mutual Funds	—	—	$927K	13.3%
BlackRock Index Funds, Inc iShares S&P 500 Index K	Common Collective Trusts	—	—	$771K	11.1%
Capital Group American Funds New Perspective R6	Mutual Funds	—	—	$577K	8.3%
BlackRock Mid Cap Growth Equity K	Other securities	—	—	$362K	5.2%
Franklin Templeton Investments ClearBridge Small Cap Growth IS	Mutual Funds	—	—	$234K	3.4%
American Century Investments American Century One Choice 2045 R6	Other securities	—	—	$203K	2.9%
American Century Investments American Century One Choice 2040 R6	Other securities	—	—	$164K	2.4%
The Vanguard Group, Inc. Vanguard Total Intl Stock Index Admiral	Mutual Funds	—	—	$152K	2.2%
American Century Investments American Century One Choice 2055 R6	Other securities	—	—	$151K	2.2%
JPMorgan Trust I JPMorgan U.S. GARP Equity R6	Other securities	—	—	$140K	2.0%
BlackRock Index Funds, Inc iShares MSCI EAFE International Index K	Common Collective Trusts	—	—	$102K	1.5%
American Century Investments American Century One Choice 2060 R6	Other securities	—	—	$99K	1.4%
maturing through May 2052	Other securities	—	—	$94K	1.4%
American Century Investments American Century One Choice 2035 R6	Other securities	—	—	$79K	1.1%
s * American Century Investments American Century One Choice 2025 R6	Mutual Funds	—	—	$63K	0.9%
Capital Group American Funds American Mutual R6	Mutual Funds	—	—	$62K	0.9%
American Century Investments American Century One Choice 2050 R6	Other securities	—	—	$61K	0.9%
American Century Investments American Century One Choice 2030 R6	Other securities	—	—	$45K	0.6%
American Century Investments American Century One Choice 2065 R6	Other securities	—	—	$33K	0.5%
BlackRock Mid-Cap Value Instl	Other securities	—	—	$32K	0.5%
Columbia Management Investment Distributors, Inc Columbia Mid Cap Index A	Common Stocks	—	—	$30K	0.4%
American Century Investments American Century One Choice In Retire R6	Other securities	—	—	$30K	0.4%
BlackRock Index Funds, Inc iShares Russell 2000 Small Cap Index K	Common Collective Trusts	—	—	$27K	0.4%
Goldman Sachs Trust Goldman Sachs Intl Sm Cap Insights R6	Other securities	—	—	$14K	0.2%
BlackRock Index Funds, Inc iShares U.S. Aggregate Bond Index K	Common Collective Trusts	—	—	$6K	<0.1%
Pimco Real Return Instl	Mutual Funds	—	—	$5K	<0.1%
Franklin Templeton Investments Western Asset Core Plus Bond IS	Mutual Funds	—	—	$4K	<0.1%
MFS Investment Management MFS Value R6	Mutual Funds	—	—	$1K	<0.1%