McDonald HVAC-Refrig Contracting, Inc. 401(k) Plan

The McDonald HVAC-Refrig Contracting, Inc. 401(k) on its latest Form 5500

McDonald HVAC-Refrig Contracting, Inc. (EIN 22-3438324) reports ROBERT MCDONALD HVAC 401(K) PLAN on its most recent Form 5500, with $265K in plan assets across 15 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 McDonald HVAC-Refrig Contracting, Inc. filing — schedules, fees, and providers.

Who runs the McDonald HVAC-Refrig Contracting, Inc. 401(k)?

McDonald HVAC-Refrig Contracting, 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 McDonald HVAC-Refrig Contracting, Inc.HR for the recordkeeper’s name and login.

How to check your McDonald HVAC-Refrig Contracting, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask McDonald HVAC-Refrig Contracting, 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).