Assets by plan
Share of aggregate retirement assets
Filings through .
Capitol Mechanical, Inc.
EIN 39-1145227Other Services (except Public Administration)Latest filing 2025
Plans
3
Retirement
2
$20.7M assets
Health & Benefits
1
Participants
266
3444 CAPITOL DR, P O BOX 670 - SUN PRAIRIE, WI 535900670608-241-9342capitolmechanical.comLinkedIn51-200 employees
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $20.7M assets / 171 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CAPITOL MECHANICAL 401(K) PLAN
401(k)
Assets$13.1M
Participants102
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
CAPITOL MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$7.7M
Participants69
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#001
CAPITOL MECHANICAL 401(K) PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CAPITOL MECHANICAL 401(K) PLAN | 401(k) | $13.1M | 102 | 2025 |
| #002 | CAPITOL MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $7.7M | 69 | 2025 |
- #001 · 401(k) · 2025102
- #002 · ESOP · 202569
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #001 | CAPITOL MECHANICAL 401(K) PLAN | Self-funded | - | $0 | 0 | 2024 |
- #001 · Self-funded · 20240
Retirement plans
Health & Benefits plans