Mitchell Mechanical, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Mitchell Mechanical, LLC
  • Sponsor EIN: 200726327
  • Sponsor Address: P.O. BOX 59727, BIRMINGHAM, AL, 35259
  • Plan Type: 401(k)
  • Total Participants: 74
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202474$6.1M$249,262$385,649
202365$5.3M$222,738$355,623
202260$4.2M$207,742$348,336

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