Sun Mechanical Contracting, Inc. 401(k) Plan: Login, Facts & Contact Information

Sun Mechanical Contracting, Inc. 401(k) Plan Facts

Plan name
SUN MECHANICAL CONTRACTING, INC. 401(K) RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SUN MECHANICAL CONTRACTING, INC.
Participants
272 (409 active employees)
Former employees with a balance
25
Plan assets
$9,814,888 at Dec 31, 2024
Average account balance
$53,053 across 185 accounts
Employer contributions
$443,651 in plan year 2024 (34% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1994
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 7, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.32 million went into the plan in contributions, $443,651 of it from the employer (34%).
  • $1.98 million was paid out to participants.
  • Investment and other income added $1.13 million.
  • Administrative expenses were $54,641, about $295 per account.

How the Sun Mechanical Contracting, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019145$7.85 million$343,966$309,475
2020229$9.18 million$353,925$667,399
2021244$9.49 million$361,308$2.10 million
2022293$7.65 million$364,662$1.34 million
2023303$9.40 million$383,929$645,526
2024272$9.81 million$443,651$1.98 million

Sun Mechanical Contracting, Inc. 401(k) Contact Information

Phone
520-790-3100
Mailing address
3951 E COLUMBIA ST, TUCSON AZ 857142155
Plan sponsor
SUN MECHANICAL CONTRACTING, INC.
Employer identification number (EIN)
86-0362106
Plan number
001

Questions about the Sun Mechanical Contracting, Inc. 401(k)

Does Sun Mechanical Contracting, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $443,651, 34% of all contributions.

Does the Sun Mechanical Contracting, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Sun Mechanical Contracting, Inc 401(k) plan?

272 participants at the start of plan year 2024, 409 of them active employees, and 25 former employees who still had money in the plan.

What is the average 401(k) balance at Sun Mechanical Contracting, Inc?

About $53,053 per account: $9.81 million in plan assets across 185 accounts with a balance at the end of plan year 2024.

Who manages the Sun Mechanical Contracting, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Sun Mechanical Contracting, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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