What public Form 5500 filings show about the Isaac Heating & Air Conditioning 401(k) plan — and how to find and check your own account.
Isaac Heating & Air Conditioning (EIN 16-0908242) reports ISAAC HEATING & AIR CONDITIONING, INC. 401(K) PLAN on its most recent Form 5500, with $28.5M in plan assets across 512 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 Isaac Heating & Air Conditioning filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Isaac Heating & Air Conditioning 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SAGE RUTTY & CO.