Plan Snapshot
- Plan Sponsor: Total Mechanical, INC.
- Sponsor EIN: 391092230
- Sponsor Address: W234 N2830 PAUL RD, PEWAUKEE, WI, 53072
- Plan Type: 401(k)
- Total Participants: 139
- Total Assets: $17.5M
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 | 139 | $17.5M | $118,060 | $961,242 |
| 2023 | 308 | $14.8M | $93,775 | $832,268 |
| 2022 | 264 | $12.2M | $72,526 | $726,084 |
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 |
|---|---|---|---|---|
| REILLY, PENNER, BENTON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REILLY, PENNER, BENTON — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $61,788 | $57,398 | $4,390 | — | — |
| 2023 | $53,446 | $51,787 | $1,659 | — | — |
| 2022 | $54,328 | $52,329 | $1,999 | — | — |