Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AMERICAN MECHANICAL , INC.
EIN 51-0593579constructionLatest filing 2025
Plans
2
Retirement
2
$12.2M assets
Welfare
0
Participants
69
1275 BOULEWARD WAY - WALNUT CREEK, CA 94595925-946-9101ami-hvac.comLinkedIn11-50 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.2M assets / 69 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
AMERICAN MECHANICAL , INC. 401(K) PLAN
401k
Assets$7.8M
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
AMERICAN MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$4.4M
Participants27
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 | AMERICAN MECHANICAL , INC. 401(K) PLAN | 401k | $7.8M | 42 | 2025 | |
| 003 | AMERICAN MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $4.4M | 27 | 2024 |
Retirement plans