# Complete Mechanical Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/complete-mechanical-services-llc-311680605-001

> Complete Mechanical Services, LLC's 401(k) plan: 188 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Complete Mechanical Services, LLC

- **Sponsor EIN:** 311680605

- **Sponsor Address:** 11399 GROOMS ROAD, BLUE ASH, OH, 45242

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

- **Plan Number:** 001

- **Total Participants:** 188

- **Total Assets:** $11.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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.|

| 2025|188|$11.9M|$0|$0|

| 2024|142|$10.0M|$251,773|$867,036|

| 2023|106|$8.2M|$230,554|$757,549|

| 2022|95|$6.6M|$161,603|$565,092|

## 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|

| VALMARK ADVISERS INC|Investment Advisor|$14,618|—|$14,618|

| FIDELITY INVESTMENTS INSTITUTIONAL|Recordkeeper|$8,406|—|$8,406|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $23,024

- **Estimated Expense Ratio:** 0.194% 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|

| 2025|$865,128|$14,618|—|—|—|

| 2024|$434,814|—|—|—|—|

| 2023|$775,695|—|—|—|—|

| 2022|$891,985|—|—|—|—|

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