Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AMX MECHANICAL CORP
EIN 45-3832637individual & family servicesLatest filing 2025
Plans
3
Retirement
2
$12.6M assets
Welfare
1
Participants
19
101 CASTLETON STREET - PLEASANTVILLE, NY 105703400914-741-2600LinkedIn1-10 employeesindividual & family services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $12.6M assets / 12 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
AMX 401K PROFIT SHARING PLAN
401k
Assets$7.5M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
AMX DEFINED BENEFIT PLAN
TraditionalDB
Assets$5.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#001
AMX 401K PROFIT SHARING 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 | AMX 401K PROFIT SHARING PLAN | 401k | $7.5M | 7 | 2025 | |
| 002 | AMX DEFINED BENEFIT PLAN | TraditionalDB | $5.1M | 5 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 001 | AMX 401K PROFIT SHARING PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans