· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WESTCO MECHANICAL, INC. — WESTCO HEATING AND AIR CONDITIONING, INC. PENSION PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251006121506NAL0009227554001
WESTCO MECHANICAL, INC.
Form 5500-SF
FILING_RECEIVED
WESTCO HEATING AND AIR CONDITIONING, INC. PENSION PLAN AND TRUST
Defined-benefit pension plan
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WESTCO MECHANICAL, INC.
.
Find decision makers
Plan sponsor
Name
WESTCO MECHANICAL, INC.
EIN
87-0654194
Address
1552 SANCTUARY RIDGE · MESQUITE, NV · 89027
Phone
(801) 580-3014
Industry
Plumbing, Heating, AC Contractors
· Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Plumbing, Heating, AC Contractors plans
MENIFEE VALLEY AIR CONDITIONING, INC.
MVAC 401(K) PLAN
$1.9M · 37 participants
D & I MECHANICAL CONTRACTORS, INC.
D & I MECHANICAL CONTRACTORS, INC.401(K) TRUST
$1.9M · 27 participants
AAA MECHANICAL CONTRACTORS, INC.
AAA MECHANICAL CONTRACTORS, INC. 401(K) PLAN
$1.9M · 8 participants
E.C. SCHMIDT PLUMBING CONTRACTOR, INC.
E.C. SCHMIDT PLUMBING CONTRACTOR, INC. PROFIT SHARING PLAN
$1.9M · 5 participants
LORENZ MECHANICAL, LLC
LORENZ PLUMBING, HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$1.9M · 36 participants
ENVIRONMENTAL SYSTEMS CORPORATION
ENVIRONMENTAL SYSTEMS CORPORATION 401(K) PLAN
$1.9M · 26 participants
Large plans in Nevada
GREAT GRAY TRUST COMPANY, LLC
BLACKROCK EQUITY INDEX FUND
$7.0B
GREAT GRAY TRUST COMPANY, LLC
GQG PARTNERS INTERNATIONAL EQUITY CIT
$6.5B
GREAT GRAY TRUST COMPANY, LLC
AB US LARGE CAP GROWTH CIT (W SERIES)
$4.6B
GREAT GRAY TRUST COMPANY, LLC
LARGE CAP VALUE FUND
$3.9B
GREAT GRAY TRUST COMPANY, LLC
LARGE CAP GROWTH FUND III
$3.7B
GREAT GRAY TRUST COMPANY, LLC
AFL-CIO BUILDING INVESTMENT TRUST
$3.5B