Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
J & D Mechanical, Inc.
EIN 47-5183949Other Services (except Public Administration)Latest filing 2025
Plans
2
Retirement
2
$9.4M assets
Welfare
0
Participants
116
5021 LUCKETT RD. - FORT MYERS, FL 33905239-288-5834
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.4M assets / 116 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#003
J & D MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PL PLAN AND TRUST
ESOP
Assets$8.7M
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
J & D MECHANICAL, LLC 401(K) PLAN
401(k)
Assets$701K
Participants49
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | J & D MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PL PLAN AND TRUST | ESOP | $8.7M | 67 | 2025 | |
| 001 | J & D MECHANICAL, LLC 401(K) PLAN | 401(k) | $701K | 49 | 2025 |
Retirement plans