# Alpha Mechanical, INC. 401(k) Plan
Source: https://planprovider.pro/companies/alpha-mechanical-inc-401k-plan

> Alpha Mechanical, INC.'s 401(k) plan: 86 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Alpha Mechanical, INC.

- **Sponsor EIN:** 731696499

- **Sponsor Address:** 1866 FRIENDSHIP DRIVE, EL CAJON, CA, 92020

- **Plan Type:** 401(k)

- **Total Participants:** 86

- **Total Assets:** $6.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|86|$6.1M|$790,619|$239,652|

| 2023|63|$5.5M|$1.1M|$189,765|

| 2022|95|$4.3M|$1.4M|$134,344|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| LINCOLN NATIONAL CORPORATION|CONTRACT ADMIN|$39,184|—|$39,184|

| JGD & ASSOCIATES, LLP|SERVICE PROVIDER|$12,500|—|$12,500|

| WELLS FARGO ADVISORS|SERVICE PROVIDER|$9,819|—|$9,819|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — CONTRACT ADMIN

- [JGD & ASSOCIATES, LLP](https://planprovider.pro/provider/jgd-and-associates-llp) — SERVICE PROVIDER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $61,503

- **Estimated Expense Ratio:** 1.010% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$76,400|$24,716|$39,184|$12,500|—|

| 2023|$74,443|$23,046|$51,397|—|—|

| 2022|$73,044|$25,966|$47,078|—|—|

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- [Clarke & Rush Mechanical, INC.](https://planprovider.pro/companies/clarke-rush-mechanical-inc-401k-plan) — 90 participants

- [Frank M. Booth, INC.](https://planprovider.pro/companies/frank-m-booth-inc-plan) — 80 participants

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- [Anderson Systems, INC.](https://planprovider.pro/companies/anderson-systems-inc-plan) — 94 participants

- [Sherwood Mechanical, INC.](https://planprovider.pro/companies/sherwood-mechanical-inc-plan) — 96 participants

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