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

Total Mechanical, Inc. 401(k) Plan Facts

Plan name
TOTAL MECHANICAL 401(K) RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
TOTAL MECHANICAL, INC.
Participants
358 (139 active employees)
Former employees with a balance
41
Plan assets
$17,476,170 at Dec 31, 2024
Average account balance
$100,438 across 174 accounts
Employer contributions
$118,060 in plan year 2024 (9% of all contributions)
Recordkeeper
Alerus Financial, N.a.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1990
✓ 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 31, 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, $118,060 of it from the employer (9%).
  • $745,065 was paid out to participants.
  • Investment and other income added $2.11 million.
  • Administrative expenses were $61,788, about $355 per account.

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

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019295$13.3 million$42,912$1.58 million
2020301$13.9 million$60,429$1.51 million
2021304$15.7 million$74,400$844,484
2022316$12.2 million$72,526$1.86 million
2023318$14.8 million$93,775$502,488
2024358$17.5 million$118,060$745,065

Total Mechanical, Inc. 401(k) Contact Information

Phone
262-523-2500
Mailing address
W234 N2830 PAUL RD, PEWAUKEE WI 53072
Plan sponsor
TOTAL MECHANICAL, INC.
Employer identification number (EIN)
39-1092230
Plan number
002

Questions about the Total Mechanical, Inc. 401(k)

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

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $118,060, 9% of all contributions.

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

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

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

358 participants at the start of plan year 2024, 139 of them active employees, and 41 former employees who still had money in the plan.

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

About $100,438 per account: $17.5 million in plan assets across 174 accounts with a balance at the end of plan year 2024.

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

Alerus (listed on the filing as ALERUS FINANCIAL, N.A.) is the plan's recordkeeper, which is where participants log in to see their balance.

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

Your account stays with Alerus 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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