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Sponsor portfolio

INCOM MECHANICAL, INC.

EIN 68-0123901-Construction-Latest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
103
975 TRANSPORT WAY, SUITE 5 - PETALUMA, CA 94954707-586-0511
Plans on this EIN
2 filings
#002ESOP-$1.3M - 59 part#001401k-$735K - 44 part

Retirement portfolio analytics

2 plans aggregated / $2.0M assets / 103 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • PLAN AND TRUST (#002)63%
  • PROFIT SHARING PLAN (#001)37%
Total $2.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)59
  • PROFIT SHARING PLAN (#001)44
Total 103Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

INCOM MECHANICAL INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$1.3M
Participants59
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

INCOM MECHANICAL, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$735K
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002INCOM MECHANICAL INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$1.3M592024
001INCOM MECHANICAL, INC. 401(K) PROFIT SHARING PLAN401k$735K442024
Retirement plans
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