Advantage Heating and Cooling, Inc. 401(k) Plan

The Advantage Heating and Cooling, Inc. 401(k) on its latest Form 5500

Advantage Heating and Cooling, Inc. (EIN 06-1649482) reports ADVANTAGE HEATING AND COOLING, INC. 401(K) PLAN on its most recent Form 5500, with $2.7M in plan assets across 18 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Advantage Heating and Cooling, Inc. filing — schedules, fees, and providers.

Who runs the Advantage Heating and Cooling, Inc. 401(k)?

Advantage Heating and Cooling, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Advantage Heating and Cooling, Inc.HR for the recordkeeper’s name and login.

How to check your Advantage Heating and Cooling, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Advantage Heating and Cooling, Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).