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Original filing (PDF)20250925123147NAL0009749168001
UNIVERSITY MECHANICAL CONTRACTORS, INC.
Form 5500
FILING_RECEIVED
UNIVERSITY MECHANICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
195
Accounts w/ balance
256
Plan assets (EOY)
$35.7M
Net assets (EOY)
$35.7M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNIVERSITY MECHANICAL CONTRACTORS, INC..
Plan sponsor
Name
UNIVERSITY MECHANICAL CONTRACTORS, INC.
EIN
91-0653496
Address
19020 33RD AVE W · SUITE 400 · LYNNWOOD, WA · 98036
Phone
(206) 364-9900
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
2025-09-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | 41-1416330 | — | INVESTMENT ADVISOR | $31K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWEST PLAN SERVICES | 91-2090931 | — | TPA | $23K | — |
Investments
29 direct securities · 1 pooled fund· $37.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$35.6M
29 holdings
Common Collective Trust
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Registered investment company | — | — | — | $6.9M | 19.4% | |
| T. Rowe Price All-Cap Opp I Registered investment company | — | — | — | $4.7M | 13.1% | |
| Vanguard Extended Market Idx Registered investment company | — | — | — | $3.0M | 8.5% | |
| Vanguard Windsor Fund Admiral Shares Registered investment company | — | — | — | $2.4M | 6.7% | |
| American Funds Europacific Growth Fund R6 Registered investment company | — | — | — | $2.1M | 5.8% | |
| Dodge & Cox Income F Registered investment company | — | — | — | $2.1M | 5.7% | |
| Fidelity Large Cap Growth Index FD Registered investment company | — | — | — | $2.0M | 5.6% | |
| T. Rowe Price Integrat US SM GR EQI Registered investment company | — | — | — | $1.7M | 4.9% | |
| Vanguard Total Bond Market Index Adm Registered investment company | — | — | — | $1.6M | 4.5% | |
| MetLife Stable Value Fund Collective trust | — | — | — | $1.4M | 4.0% | |
| METLIFE ANNUITY CONTRACT 25554 40 GREAT GRAY TRUST COMPANY LLC · EIN 26-0142858 / PN 001 | Common Collective Trust | — | — | $1.4M | 4.0% | |
| DFA US Target Value Port Registered investment company | — | — | — | $1.4M | 3.9% | |
| Vanguard Total Int'l Stock Index Adm Registered investment company | — | — | — | $1.4M | 3.9% | |
| Vanguard REIT Index Adm Registered investment company | — | — | — | $881K | 2.5% | |
| Vanguard Emrg Mkts Stk Index FD ADM Registered investment company | — | — | — | $811K | 2.3% | |
| American Funds 2050 Target Date Registered investment company | — | — | — | $456K | 1.3% | |
| American Funds 2055 Target Date Registered investment company | — | — | — | $413K | 1.2% | |
| Fidelity Inflation Protected BD IDX Registered investment company | — | — | — | $395K | 1.1% | |
| American Funds 2045 Target Date Registered investment company | — | — | — | $364K | 1.0% | |
| American Funds Capital World Growth & Inc R6 Registered investment company | — | — | — | $347K | 1.0% | |
| American Funds 2060 Target Date Registered investment company | — | — | — | $294K | 0.8% | |
| maturing through August 2037 | — | — | — | $243K | 0.7% | |
| American Funds 2040 Target Date Registered investment company | — | — | — | $229K | 0.6% | |
| American Funds 2035 Target Date Registered investment company | — | — | — | $183K | 0.5% | |
| American Funds 2030 Target Date Registered investment company | — | — | — | $97K | 0.3% | |
| American Funds 2065 Target Date Registered investment company | — | — | — | $67K | 0.2% | |
| Schwab Retirement Govt Money FD Registered investment company | — | — | — | $63K | 0.2% | |
| Vanguard FTSE Social Index ADM Registered investment company | — | — | — | $32K | <0.1% | |
| American Funds 2025 Target Date Registered investment company | — | — | — | $12K | <0.1% | |
| American Funds 2020 Target Date Registered investment company | — | — | — | $3K | <0.1% |
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