· 2022–2024 · DOL EFAST2

WESTERN ALLIED MECHANICAL, INC. — WESTERN ALLIED MECHANICAL 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250807160522NAL0003807171001

WESTERN ALLIED MECHANICAL, INC.

Form 5500-SF

FILING_RECEIVED

WESTERN ALLIED MECHANICAL 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

102

Accounts w/ balance

112

Plan assets (EOY)

$27.4M

Net assets (EOY)

$27.4M

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

92

Total plan cost

n/a

Plan health

50

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WESTERN ALLIED MECHANICAL, INC..

Plan sponsor

Name

WESTERN ALLIED MECHANICAL, INC.

EIN

77-0606923

Address

33210 CENTRAL AVENUE · UNION CITY, CA · 94587

Phone

(650) 326-0750

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

2025-08-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

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