· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SUTTLES PLUMBING & MECHANICAL CORP. — SUTTLES PLUMBING 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250519171502NAL0001317648001
SUTTLES PLUMBING & MECHANICAL CORP.
Form 5500-SF
FILING_RECEIVED
SUTTLES PLUMBING 401(K) PLAN
401(k) retirement plan
Active participants
26
Accounts w/ balance
25
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
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
SUTTLES PLUMBING & MECHANICAL CORP.
.
Find decision makers
Plan sponsor
Name
SUTTLES PLUMBING & MECHANICAL CORP.
EIN
95-2660016
Address
2267 AGATE COURT · SIMI VALLEY, CA · 93065
Phone
(818) 718-9779
Industry
Plumbing, Heating, AC Contractors
· Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
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)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Plumbing, Heating, AC Contractors plans
C2H AIR AND ELECTRIC LLC
C2H AIR & ELECTRIC LLC
$1.4M · 52 participants
H & S MECHANICAL, INC.
H & S MECHANICAL, INC. 401(K) PLAN
$1.4M · 11 participants
TSI MECHANICAL LLC
TSI MECHANICAL LLC SAFE HARBOR 401(K) PLAN
$1.4M · 24 participants
MAC MECHANICAL PLUMBING, LLC.
MAC MECHANICAL PLUMBING, LLC. PROFIT SHARING 401(K) PLAN
$1.4M · 14 participants
EVERGREEN AIR CONDITIONING INC
EVERGREEN AIR CONDITIONING INC 401(K) PROFIT SHARING PLAN & TRUST
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.4M · 13 participants
NASS TECH MECHANICAL, LLC
NASS TECH MECHANICAL LIMITED L 401(K) PROFIT SHARING PLAN & TRU
$1.4M · 11 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
