Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Tri South Mechanical LLC
EIN 81-2894635facilities servicesLatest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
86
1723 ROUNDROCK DRIVE - RALEIGH, NC 27615919-435-2728trisouthmechanical.comLinkedIn11-50 employeesfacilities services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 86 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
TRI SOUTH MECHANICAL 401(K) PLAN
401(k)
Assets$1.9M
Participants81
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SOCIAL STUDIES PROJECTS 401(K) PLAN
401(k)
Assets$39K
Participants5
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 | TRI SOUTH MECHANICAL 401(K) PLAN | 401(k) | $1.9M | 81 | 2025 | |
| 002 | SOCIAL STUDIES PROJECTS 401(K) PLAN | 401(k) | $39K | 5 | 2025 |
Retirement plans