Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
INNOVATIVE MECHANICAL, INC.
EIN 94-2945116constructionLatest filing 2025
Plans
2
Retirement
2
$8.4M assets
Welfare
0
Participants
48
1141 OLD COUNTY ROAD - BELMONT, CA 94002650-583-8222innovativemech.comLinkedIn11-50 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.4M assets / 48 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#002
INNOVATIVE MECHANICAL, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$5.4M
Participants29
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
INNOVATIVE MECHANICAL, INC. CASH BALANCE PLAN
CashBalance
Assets$3.0M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | INNOVATIVE MECHANICAL, INC. 401(K) PROFIT SHARING PLAN | 401k | $5.4M | 29 | 2025 | |
| 003 | INNOVATIVE MECHANICAL, INC. CASH BALANCE PLAN | CashBalance | $3.0M | 19 | 2025 |
Retirement plans