· 2022–2024 · DOL EFAST2

Blue Mountain Mechanical — Blue Mountain Mechanical, Form 5500 (2023)

Original filing (PDF)20240715093053NAL0002641872001

Blue Mountain Mechanical

Form 5500-SF

FILING_RECEIVED

Blue Mountain Mechanical 401(k) Plan

401(k) retirement plan · Blue Mountain Mechanical's Blue Mountain Mechanical 401(k) Plan held $239K in plan assets for 12 participants in 2023.

Active participants

12

Accounts w/ balance

7

Plan assets (EOY)

$239K

Net assets (EOY)

$239K

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

54

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

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 BLUE MOUNTAIN MECHANICAL.

Plan sponsor

Name

BLUE MOUNTAIN MECHANICAL

EIN

83-3011546all filings

Address

4250 KEITH BRIDGE ROAD · SUITE 140 · CUMMING, GA · 30041

Phone

(770) 402-3776

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-15

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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