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Original filing (PDF)20260210171610NAL0003415952001
FIRSTCALL MECHANICAL GROUP LLC
Form 5500
FILING_RECEIVED
FIRSTCALL MECHANICAL GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 2.8 mo
Active participants
596
Accounts w/ balance
341
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
89
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- Filed 2.8 months past the 10.5-month grace window.
- 57% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (8 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIRSTCALL MECHANICAL GROUP LLC.
Plan sponsor
Name
FIRSTCALL MECHANICAL GROUP LLC
EIN
88-2848229
Address
3101 BEE CAVES ROAD SUITE 250 · AUSTIN, TX · 78746
Phone
(512) 393-1040
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SCOTT MILLER CPA AND ASSOCIATES, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES INC DBA | — | NEW YORK, NY | INVESTMENT ADVISOR | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1 | — |
Investments
33 direct securities· $4.5M(95% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street Investment Management State Street Target Retirement 2035 Fund K | — | — | — | $809K | 16.8% | |
| State Street Investment Management State Street Target Retirement 2040 Fund K | — | — | — | $762K | 15.8% | |
| State Street Investment Management State Street Target Retirement 2025 Fund K | — | — | — | $400K | 8.3% | |
| Vanguard Growth Index Fund Admiral | — | — | — | $350K | 7.3% | |
| State Street Investment Management State Street Target Retirement 2020 Fund K | — | — | — | $297K | 6.2% | |
| State Street Investment Management State Street Target Retirement 2045 Fund K | — | — | — | $228K | 4.7% | |
| State Street Investment Management State Street Target Retirement 2030 Fund K | — | — | — | $205K | 4.3% | |
| State Street Investment Management State Street Equity 500 Index Fund K | — | — | — | $163K | 3.4% | |
| Fidelity Investments Fidelity Advisor International Growth Fund Z ** 367 Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $132K | 2.7% | |
| State Street Investment Management State Street Target Retirement 2060 Fund K | — | — | — | $127K | 2.6% | |
| State Street Investment Management State Street Target Retirement 2055 Fund K | — | — | — | $107K | 2.2% | |
| State Street Investment Management State Street Target Retirement 2050 Fund K | — | — | — | $102K | 2.1% | |
| Vanguard Small-Cap Value Index Fund Admiral | — | — | — | $95K | 2.0% | |
| Participant Loans Interest rates range from 4.25% to 9.50% | — | — | — | $83K | 1.7% | |
| American Funds American Funds New Perspective Fund R6 | — | — | — | $83K | 1.7% | |
| John Hancock John Hancock Balanced Fund R6 ** 280 John Hancock John Hancock Multimanager Lifestyle Aggr Portfolio R6 | — | — | — | $78K | 1.6% | |
| MFS Mid Cap Value Fund R6 ** 535 Nuveen Equity Index Fund R6 | — | — | — | $70K | 1.5% | |
| State Street Investment Management State Street Global All Cap Equity ex-US Indx Fd K | — | — | — | $67K | 1.4% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $63K | 1.3% | |
| State Street Investment Management State Street Aggregate Bond Index Fund K | — | — | — | $61K | 1.3% | |
| BlackRock iShares MSCI EAFE International Index Fund K | — | — | — | $52K | 1.1% | |
| Vanguard Value Index Fund Admiral | — | — | — | $45K | 0.9% | |
| Empower Annuity Insurance Company of America Empower Investments Fixed Account - Series Class IV | — | — | — | $39K | 0.8% | |
| Vanguard Wellesley Income Fund Admiral | — | — | — | $34K | 0.7% | |
| State Street Investment Management State Street Target Retirement 2065 Fund K | — | — | — | $18K | 0.4% | |
| PIMCO Income Fund Institutional | — | — | — | $18K | 0.4% | |
| Vanguard Emerging Markets Stock Index Fund Admiral | — | — | — | $15K | 0.3% | |
| State Street Investment Management State Street Target Retirement Fund K | — | — | — | $13K | 0.3% | |
| John Hancock John Hancock Multimanager Lifestyle Growth Portfolio R6 | — | — | — | $11K | 0.2% | |
| Vanguard Small-Cap Growth Index Fund Admiral | — | — | — | $8K | 0.2% | |
| Vanguard Balanced Index Fund Admiral | — | — | — | $8K | 0.2% | |
| John Hancock John Hancock Multimanager Lifestyle Mod Portfolio R6 | — | — | — | $4K | <0.1% | |
| John Hancock John Hancock Multimanager Lifestyle Consv Portfolio R6 | — | — | — | $2K | <0.1% |
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