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  2. MODERN AIR MECHANICAL
Sponsor portfolio

MODERN AIR MECHANICAL

EIN 77-0198635-construction-Latest filing 2025
Plans
2
Retirement
2
$24.7M assets
Welfare
0
Participants
196
P.O. BOX 3017 - MERCED, CA 95344209-722-1815modernair.bizLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$12.7M - 112 part#002ESOP-$12.0M - 84 part

Retirement portfolio analytics

2 plans aggregated / $24.7M assets / 196 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • PLAN AND TRUST (#001)52%
  • EMPLOYEE STOCK OWNERSHIP (#002)48%
Total $24.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)112
  • EMPLOYEE STOCK OWNERSHIP (#002)84
Total 196Click 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#001

MODERN AIR MECHANICAL 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$12.7M
Participants112
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

MODERN AIR MECHANICAL EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$12.0M
Participants84
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MODERN AIR MECHANICAL 401(K) PROFIT SHARING PLAN AND TRUST401k$12.7M1122025
002MODERN AIR MECHANICAL EMPLOYEE STOCK OWNERSHIP PLANESOP$12.0M842024
Retirement plans
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