Plan Snapshot
- Plan Sponsor: Innovative Mechanical, INC.
- Sponsor EIN: 942945116
- Sponsor Address: 1141 OLD COUNTY ROAD, BELMONT, CA, 94002
- Plan Type: 401(k)
- Total Participants: 20
- Total Assets: $5.4M
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. |
|---|
| 2025 | 20 | $5.4M | $364,217 | $293,413 |
| 2024 | 20 | $5.4M | $364,217 | $293,413 |
| 2023 | 19 | $4.5M | $307,984 | $236,394 |
| 2022 | 17 | $3.6M | $335,001 | $227,475 |