Laura Wilhelmi signed Sun Mechanical Contracting, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sun Mechanical Contracting, Inc.'s EIN is 86-0362106.
Download the official 2024 Form 5500 (PDF) for Sun Mechanical Contracting, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sun Mechanical Contracting, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLSPRING FINANCIAL PARTNERS | 45-2984270 | — | ADVISOR | $35K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.1M | 92.3% | |
| [Assets held in interest-bearing cash] | Other | — | — | $441K | 4.5% | |
| [Assets held in participant loans] | Other | — | — | $313K | 3.2% |
