How big is Vertical Mechanical Group, LLC's plan?

Vertical Mechanical Group, LLC's plan reported $4.6M in assets and 308 participants for 2024.

Original filing (PDF)20250515072759NAL0019377217001

Vertical Mechanical Group, LLC

Name: Vertical Mechanical Group, LLC — Vertical Mechanical, Form 5500 (2024)
Creator: Vertical Mechanical Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vertical Mechanical Group, LLC 401(k) Plan

401(k) retirement plan · Vertical Mechanical Group, LLC's Vertical Mechanical Group, LLC 401(k) Plan held $4.6M in plan assets for 308 participants in 2024.

Signals · 1

No auditor on file

Active participants

308

Accounts w/ balance

122

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

Plan identifiers

Vertical Mechanical Group, LLC's EIN is 87-4047127.

EIN 87-4047127

Plan number 001

Plan year 2024

ACK ID 20250515072759NAL0019377217001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Vertical Mechanical Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VERTICAL MECHANICAL GROUP, LLC.

Finding similar companies…

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score