Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
H&M Mechanical Group
EIN 33-2552639Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
11
8105 EDGEWATER DRIVE, SUITE 114 - OAKLAND, CA 94621510-569-2000
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 11 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
H&M MECHANICAL GROUP CASH BALANCE PLAN
Cash balance
Assets$1.9M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
H&M MECHANICAL GROUP 401(K) PROFIT SHARING PLAN
401(k)
Assets$847K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | H&M MECHANICAL GROUP CASH BALANCE PLAN | Cash balance | $1.9M | 5 | 2025 | |
| 002 | H&M MECHANICAL GROUP 401(K) PROFIT SHARING PLAN | 401(k) | $847K | 6 | 2025 |
Retirement plans