Original filing (PDF)20250624162053NAL0010216688001

COENEN MECHANICAL, LLC

Name: COENEN MECHANICAL, LLC — COENEN MECHANICAL, LLC 401(K) P/S PLAN, Form 5500 (2024)
Creator: COENEN MECHANICAL, LLC

Form 5500-SF

FILING_RECEIVED

COENEN MECHANICAL, LLC 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COENEN MECHANICAL, LLC.

Plan sponsor

Name

COENEN MECHANICAL, LLC

EIN

82-1179473

Address

401 E S ISLAND ST · APPLETON, WI · 54915

Phone

(920) 939-2819

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

2025-06-24

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

Related plans

Similar-size Plumbing, Heating, AC Contractors plans

THOMAS J. KENNEDY PLUMBING, HEATING & HVAC, INC.

TJK PLUMBING 401(K) PLAN

$2.3M · 39 participants

SPECIALTY SERVICES, CORP.

SPECIALTY SERVICES 401(K) PLAN

$2.3M · 9 participants

SWIZZLE, INC

SWIZZLE, INC 401(K) RETIREMENT PLAN

$2.3M · 1 participants

J.D. MASTERS PLUMBING & HEATING, INC.

J.D. MASTERS PLUMBING & HEATING, INC. PENSION PLAN

$2.3M · 13 participants

MORROW, INC.

MORROW, INC. 401(K) PLAN

$2.3M · 5 participants