· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PACIFIC MECHANICAL SUPPLY — PACIFIC MECHANICAL RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251010122951NAL0007716833001
PACIFIC MECHANICAL SUPPLY
Form 5500-SF
FILING_RECEIVED
PACIFIC MECHANICAL RETIREMENT PLAN
401(k) retirement plan
Active participants
34
Accounts w/ balance
44
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
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
PACIFIC MECHANICAL SUPPLY
.
Find decision makers
Plan sponsor
Name
PACIFIC MECHANICAL SUPPLY
EIN
95-2377578
Address
13705 MILROY PL · SANTA FE SPRINGS, CA · 906705130
Phone
(562) 921-0575
Industry
Wholesale Trade
see 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
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Wholesale Trade plans
EKK EAGLE AMERICA INC
EKK EAGLE AMERICA INC 401(K) PROFIT SHARING PLAN & TRUST
$5.5M · 52 participants
LIBERTY MACHINERY COMPANY
LIBERTY MACHINERY COMPANY 401(K) PROFIT SHARING PLAN
$5.5M · 7 participants
WATERMAN SUPPLY COMPANY, INC.
WATERMAN SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN
$5.5M · 15 participants
NELSON & STORM TOOL SUPPLY CO.
NELSON & STORM TOOL SUPPLY CO. 401(K) PLAN
$5.5M · 17 participants
COKER PUMP & EQUIPMENT CO.
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.
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.
COKER PUMP & EQUIPMENT CO. PROFIT SHARING PLAN
$5.5M · 30 participants
TECHLINE SERVICES, INC.
TECHLINE SERVICES, INC. 401(K) PLAN
$5.6M · 19 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
