United Mechanical, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: United Mechanical, INC.
  • Sponsor EIN: 730996242
  • Sponsor Address: 117 NE 38TH TERRACE, OKLAHOMA CITY, OK, 73105
  • Plan Type: 401(k)
  • Total Participants: 70
  • Total Assets: $15.8M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202470$15.8M$171,158$376,286
202359$13.7M$158,357$324,514
202252$11.5M$151,030$281,731

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