Back to filter
Original filing (PDF)20250912155133NAL0001462945001
TRIMYC MECHANICAL, INC.
Form 5500-SF
FILING_RECEIVED
TRIMYC MECHANICAL 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
16
Accounts w/ balance
22
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRIMYC MECHANICAL, INC..
Plan sponsor
Name
TRIMYC MECHANICAL, INC.
EIN
68-0172871
Address
480 AARON ST STE A · COTATI, CA · 949313005
Phone
(707) 664-1042
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
2025-09-12
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Plumbing, Heating, AC Contractors plans
GORJANC COMFORT SERVICES, INC.
GORJANC COMFORT SERVICES, INC. 401(K) PLAN
$2.7M · 44 participants
KENRON INDUSTRIAL A/C, INC
KENRON INDUSTRIAL AIR 401(K) PLAN
$2.7M · 16 participants
UNITED AIR FILTER COMPANY CORP
UNITED AIR FILTER PROFIT SHARING PLAN
$2.7M · 45 participants
24 HOUR HOME COMFORT SERVICES INC.
24 HOUR HOME COMFORT SERVICES INC. 401(K) PLAN
$2.7M · 34 participants
TOTAL ENERGY MANAGEMENT & HVAC SERVICES, INC.
TOTAL ENERGY MANAGEMENT & HVAC SERVICES, INC. 401(K) PLAN
$2.7M · 23 participants
M&M PLUMBING & HEATING, INC.
M&M PLUMBING & HEATING CASH BALANCE PLAN
$2.7M · 16 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
