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Sponsor portfolio

INNOVATIVE MECHANICAL SERVICES, INC.

EIN 27-0016057-Construction-Latest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
12
1443 S CUCAMONGA AVE - ONTARIO, CA 91761
Plans on this EIN
2 filings
#001TraditionalDB-$1.9M - 6 part#002ProfitSharing-$149K - 6 part

Retirement portfolio analytics

2 plans aggregated / $2.0M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • DEFINED BENEFIT PENSION (#001)93%
  • PROFIT SHARING PLAN (#002)7%
Total $2.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PENSION (#001)6
  • PROFIT SHARING PLAN (#002)6
Total 12Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

INNOVATIVE MECHANICAL SERVICES, INC. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$1.9M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

INNOVATIVE MECHANICAL SERVICES, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$149K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001INNOVATIVE MECHANICAL SERVICES, INC. DEFINED BENEFIT PENSION PLANTraditionalDB$1.9M62025
002INNOVATIVE MECHANICAL SERVICES, INC. PROFIT SHARING PLANProfitSharing$149K62025
Retirement plans
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