# United Mechanical, INC. 401(k) Plan
Source: https://planprovider.pro/companies/united-mechanical-inc-401k-plan-001

> United Mechanical, INC.'s 401(k) plan: 124 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 542095461

- **Sponsor Address:** 2185 OAKLAND ROAD, SAN JOSE, CA, 95131

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

- **Total Participants:** 124

- **Total Assets:** $17.1M

## 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|124|$17.1M|$582,422|$1.2M|

| 2023|118|$13.1M|$558,488|$1.2M|

| 2022|130|$10.6M|$466,726|$1.1M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$23,133|—|$23,133|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$13,358|—|$13,358|

| LEE CPA AUDIT GROUP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LEE CPA AUDIT GROUP](https://planprovider.pro/provider/lee-cpa-audit-group) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $36,491

- **Estimated Expense Ratio:** 0.214% 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|$39,322|$16,189|—|—|—|

| 2023|$30,190|$13,054|—|—|—|

| 2022|$24,645|$10,120|$14,525|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/united-mechanical-inc-401k-plan-001)

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