Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CAPITOL MECHANICAL, INC.
EIN 39-1145227Other Services (except Public Administration)Latest filing 2024
Plans
3
Retirement
2
$17.1M assets
Welfare
1
Participants
255
3444 CAPITOL DR, P O BOX 670 - SUN PRAIRIE, WI 535900670608-241-9342capitolmechanical.comLinkedIn51-200 employees
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $17.1M assets / 160 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
CAPITOL MECHANICAL 401(K) PLAN
401k
Assets$10.9M
Participants95
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
CAPITOL MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$6.1M
Participants65
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#001
CAPITOL MECHANICAL 401(K) PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAPITOL MECHANICAL 401(K) PLAN | 401k | $10.9M | 95 | 2024 | |
| 002 | CAPITOL MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $6.1M | 65 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 001 | CAPITOL MECHANICAL 401(K) PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans