Original filing (PDF)20260127160454NAL0002505953001

A.J. MONIER & COMPANY, INC.

Name: A.J. MONIER & COMPANY, INC. — A.J. MONIER SERVICE CO. UNION 401(K) PLAN, Form 5500 (2024)
Creator: A.J. MONIER & COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

A.J. MONIER SERVICE CO. UNION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$621K

Net assets (EOY)

$621K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for A.J. MONIER & COMPANY, INC..

Plan sponsor

Name

A.J. MONIER & COMPANY, INC.

EIN

74-1240124

Address

1446 NORTH FLORES STREET · SAN ANTONIO, TX · 78212

Phone

(210) 223-9151

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-08-01

Tax period

2025-07-31

Filed

2026-01-27

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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