Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHERWOOD MECHANICAL, INC.
EIN 68-0565225constructionLatest filing 2024
Plans
2
Retirement
2
$17.8M assets
Welfare
0
Participants
352
6630 TOP GUN ST - SAN DIEGO, CA 92121619-915-9967sherwoodmechanical.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $17.8M assets / 352 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
SHERWOOD MECHANICAL, INC. 401(K) PLAN
401k
Assets$12.5M
Participants242
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SHERWOOD MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$5.3M
Participants110
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 | SHERWOOD MECHANICAL, INC. 401(K) PLAN | 401k | $12.5M | 242 | 2024 | |
| 002 | SHERWOOD MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $5.3M | 110 | 2024 |
Retirement plans