How big is PHS Mechanical LLC's plan?

PHS Mechanical LLC's plan reported $155K in assets and 4 participants for 2024.

Original filing (PDF)20250701103346NAL0017600464001

PHS Mechanical LLC

Name: PHS Mechanical LLC — PHS Mechanical LLC 401(k), Form 5500 (2024)
Creator: PHS Mechanical LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PHS Mechanical LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · PHS Mechanical LLC's PHS Mechanical LLC 401(k) Profit Sharing Plan & Trust held $155K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$155K

Net assets (EOY)

$155K

People on this filing

Donna Scheer signed PHS Mechanical LLC's 2024 Form 5500 as plan administrator.

Donna Scheer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

PHS Mechanical LLC's EIN is 80-0832878.

EIN 80-0832878

Plan number 001

Plan year 2024

ACK ID 20250701103346NAL0017600464001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PHS Mechanical LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PHS Mechanical LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score