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Original filing (PDF)20251010144157NAL0018267650001
H & M MECHANICAL CONSTRUCTORS, INC.
Form 5500
FILING_RECEIVED
H & M MECHANICAL CONSTRUCTORS, INC. EMPLOYEE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
388
Accounts w/ balance
182
Plan assets (EOY)
$16.0M
Net assets (EOY)
$16.0M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 47% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for H & M MECHANICAL CONSTRUCTORS, INC..
Plan sponsor
Name
H & M MECHANICAL CONSTRUCTORS, INC.
EIN
76-0670696
Address
5820 CENTER STREET · PASADENA, TX · 77505
Phone
(281) 930-8750
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-10-10
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
MELTON & MELTON, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INVESTMENT ADVISORY | $0 | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH,INC. | 93-0987232 | — | BROKER/DEALER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ECONOMIC GROUP PENSION SERVICES | 86-2963468 | — | THIRD PARTY ADMINISTRATO | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS,LLC | 02-0488491 | — | SERVICE PROVIDER | $9K | — |
Investments
34 direct securities · 1 pooled fund· $30.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$15.7M
1 holding
Uncategorized
$15.0M
34 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $15.7M | 98.2% | |
| JP Morgan Large Cap Growth Fund R6 ** 970353 MFS Growth Fund | — | — | — | $2.6M | 16.3% | |
| Vanguard Total Stock Market Index Fund - Admiral | — | — | — | $2.4M | 15.3% | |
| Voya Retirement Insurance and Annuity Company Fixed Account (4062) | — | — | — | $1.2M | 7.4% | |
| American Funds New Perspective R6 | — | — | — | $980K | 6.1% | |
| Vanguard Small-Cap Index Fund - Admiral | — | — | — | $788K | 4.9% | |
| and Annuity Company Voya Index Solution 2040 Portfolio | — | — | — | $692K | 4.3% | |
| Vanguard Total International Stock Index Fund - Admiral | — | — | — | $635K | 4.0% | |
| Vanguard Mid-Cap Index Fund - Admiral | — | — | — | $546K | 3.4% | |
| Vanguard LifeStrategy Moderate Growth Fund - Investor | — | — | — | $431K | 2.7% | |
| Voya Index Solution 2045 Portfolio | — | — | — | $429K | 2.7% | |
| Voya Intermediate Bond Fund R6 | — | — | — | $406K | 2.5% | |
| Voya Index Solution 2050 Portfolio | — | — | — | $331K | 2.1% | |
| Voya Index Solution 2055 Portfolio | — | — | — | $326K | 2.0% | |
| American Funds American Balanced Fund | — | — | — | $326K | 2.0% | |
| Participant Loans 5.25% - 10.50% 0 | — | — | — | $286K | 1.8% | |
| Vanguard LifeStrategy Growth Fund - Investor | — | — | — | $273K | 1.7% | |
| PIMCO Income Fund Institutional | — | — | — | $265K | 1.7% | |
| DFA International Value Portfolio Institutional Class | — | — | — | $254K | 1.6% | |
| Eaton Vance Atlanta Capital SMID-Cap Fund | — | — | — | $253K | 1.6% | |
| Voya Retirement Insurance Voya Index Solution 2035 Portfolio | — | — | — | $228K | 1.4% | |
| DFA Inflation-Protected Securities Portfolio Institutional Class | — | — | — | $227K | 1.4% | |
| Vanguard Emerging Markets Stock Index Fund - Admiral | — | — | — | $162K | 1.0% | |
| Vanguard LifeStrategy Moderate Income Fund - Investor | — | — | — | $159K | 1.0% | |
| Voya Index Solution 2060 Portfolio | — | — | — | $139K | 0.9% | |
| Vanguard LifeStrategy Conservative Growth Fund - Investor | — | — | — | $127K | 0.8% | |
| ClearBridge Small Cap Growth Fund | — | — | — | $98K | 0.6% | |
| Prudential High Yield Fund - Q | — | — | — | $87K | 0.5% | |
| Voya Retirement Insurance and Annuity Company AB Global Bond Fund Class Z | — | — | — | $83K | 0.5% | |
| Voya Index Solution Income Portfolio | — | — | — | $80K | 0.5% | |
| MFS Mid Cap Value Fund R6 | — | — | — | $78K | 0.5% | |
| Voya Index Solution 2065 Portfolio | — | — | — | $35K | 0.2% | |
| Franklin Small Cap Value Fund R6 | — | — | — | $28K | 0.2% | |
| Voya Index Solution 2030 Portfolio | — | — | — | $18K | 0.1% | |
| Voya Index Solution 2025 Portfolio | — | — | — | $8K | <0.1% |