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Original filing (PDF)20251015211028NAL0002892371001
ALPHA MECHANICAL, INC.
Form 5500
FILING_RECEIVED
ALPHA MECHANICAL PENSION PLAN AND TRUST
401(k) retirement plan
Signals · 1
~101 bps in Sched C fees
Active participants
86
Accounts w/ balance
106
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.1M
How this plan invests
This plan
5 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 101 bps in Schedule C fees — 94% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALPHA MECHANICAL, INC..
Plan sponsor
Name
ALPHA MECHANICAL, INC.
EIN
73-1696499
Address
1866 FRIENDSHIP DRIVE · EL CAJON, CA · 92020
Phone
(858) 278-3500
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
2025-10-15
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)
3H · Sponsor in controlled / affiliated group
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
JGD & ASSOCIATES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | FORT WAYNE, IN | CONTRACT ADMIN | $39K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JGD & ASSOCIATES, LLP | 95-3132551 | — | SERVICE PROVIDER | $13K | — |
| WELLS FARGO ADVISORS | 46-3692968 | — | SERVICE PROVIDER | $10K | — |
Investments
27 direct securities · 5 pooled funds· $5.4M(89% 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.
Uncategorized
$4.5M
24 holdings
Common Collective Trusts
$565K
1 holding
Common Collective Trust
$372K
5 holdings
Mutual Funds
$18K
1 holding
Guaranteed Income / GIC
$12K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Yourpath Ishares 2025 Moderate | — | — | — | $990K | 16.3% | |
| Yourpath Ishares 2045 Moderate | — | — | — | $917K | 15.0% | |
| Yourpath Ishares 2035 Moderate | — | — | — | $644K | 10.6% | |
| s (continued) Yourpath Ishares 2055 Moderate | Common Collective Trusts | — | — | $565K | 9.3% | |
| Yourpath Ishares 2040 Aggressive Fund 568 Yourpath Ishares 2040 Moderate | — | — | — | $407K | 6.7% | |
| Yourpath Ishares 2020 Moderate | — | — | — | $391K | 6.4% | |
| Yourpath Ishares 2050 Conservative Fund 567 Yourpath Ishares 2050 Moderate | — | — | — | $307K | 5.0% | |
| BLACKROCK EQUITY INDEX NORTHERN TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $264K | 4.3% | |
| Yourpath Ishares 2045 Conservative | — | — | — | $132K | 2.2% | |
| Yourpath Ishares 2055 Aggressive | — | — | — | $109K | 1.8% | |
| Yourpath Ishares 2030 Moderate | — | — | — | $100K | 1.6% | |
| Yourpath Ishares 2060 Aggressive 830 Yourpath Ishares 2060 Moderate | — | — | — | $93K | 1.5% | |
| LARGE CAP GROWTH NORTHERN TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $72K | 1.2% | |
| Yourpath Ishares Income Moderate | — | — | — | $64K | 1.1% | |
| Yourpath Ishares 2045 Aggressive | — | — | — | $63K | 1.0% | |
| Yourpath Ishares 2015 Moderate | — | — | — | $57K | 0.9% | |
| Yourpath Ishares Income Aggressive | — | — | — | $52K | 0.9% | |
| Yourpath Ishares 2035 Conservative | — | — | — | $49K | 0.8% | |
| Yourpath Ishares 2035 Aggressive | — | — | — | $41K | 0.7% | |
| BLACKROCK EAFE EQUITY INDEX NORTHERN TRUST · EIN 20-3802494 / PN 007 | Common Collective Trust | — | — | $21K | 0.3% | |
| Yourpath Ishares 2065 Moderate | — | — | — | $18K | 0.3% | |
| Vanguard Small Cap Growth Index Admiral Shares Fund | — | — | — | $18K | 0.3% | |
| Fidelity Small Cap Value Index Fund | Mutual Funds | — | — | $18K | 0.3% | |
| BLACKROCK US DEBT INDEX NORTHERN TRUST · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $14K | 0.2% | |
| * Lincoln National Life Insurance Company Lincoln Stable Value Account Fund | Guaranteed Income / GIC | — | — | $12K | 0.2% | |
| Yourpath Ishares 2025 Aggressive | — | — | — | $5K | <0.1% | |
| Franklin Templeton Franklin Dynatech Fund | — | — | — | $5K | <0.1% | |
| Yourpath Ishares 2025 Conservative | — | — | — | $4K | <0.1% | |
| Yourpath Ishares Income Conservative | — | — | — | $3K | <0.1% | |
| Yourpath Ishares 2055 Conservative | — | — | — | $1K | <0.1% | |
| MFS Research International Class Fund | — | — | — | $1K | <0.1% | |
| CORE BOND NORTHERN TRUST · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $302 | <0.1% |
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