Back to filter
Original filing (PDF)20251211165136NAL0006997889001
ENGINEER MECHANICAL CONTRACTOR, INC.
Form 5500-SF
FILING_RECEIVED
ENGINEER MECHANICAL CONTRACTOR, INC. PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Active participants
27
Accounts w/ balance
42
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
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 ENGINEER MECHANICAL CONTRACTOR, INC..
Plan sponsor
Name
ENGINEER MECHANICAL CONTRACTOR, INC.
EIN
68-0339703
Address
1495 NICHOLS DRIVE · ROCKLIN, CA · 957651306
Phone
(916) 408-6600
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-09-01
Tax period
2025-08-31
Filed
2025-12-11
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
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
JIM GODBOUT PLUMBING & HEATING, INC.
JIM GODBOUT PLUMBING & HEATING CASH BALANCE PLAN
$1.8M · 69 participants
NORTHERN PLAINS MECHANICAL
NORTHERN PLAINS MECHANICAL 401(K) PLAN
$1.8M · 35 participants
MISSION MECHANICAL, INC.
MISSION MECHANICAL, INC. 401(K) PLAN
$1.8M · 74 participants
RIVERSIDE MECHANICAL, INC.
RIVERSIDE MECHANICAL, INC. 401(K) PS PLAN
$1.8M · 7 participants
MIDTOWN PLUMBING, INC
MIDTOWN PLUMBING 401(K) RETIREMENT PLAN
$1.8M · 40 participants
POORMANS HEATING & AIR CONDITIONING, INC.
POORMANS HEATING & AIR CONDITIONING , INC. PROFIT SHARING PLAN
$1.8M · 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
