How big is Sr. Mechanical's plan?

Sr. Mechanical's plan reported $681K in assets and 19 participants for 2024.

Original filing (PDF)20250728093603NAL0000761363001

Sr. Mechanical

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

Form 5500-SF

FILING_RECEIVED

Sr. Mechanical 401(k) Plan

401(k) retirement plan · Sr. Mechanical's Sr. Mechanical 401(k) Plan held $681K in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$681K

Net assets (EOY)

$681K

People on this filing

Janet Jacobsen signed Sr. Mechanical's 2024 Form 5500 as plan administrator.

Janet Jacobsen — 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

Sr. Mechanical's EIN is 87-0669910.

EIN 87-0669910

Plan number 001

Plan year 2024

ACK ID 20250728093603NAL0000761363001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sr. Mechanical'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 SR MECHANICAL.

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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