Northeast Florida Heating and AI 401(k) Plan

The Northeast Florida Heating and AI 401(k) on its latest Form 5500

Northeast Florida Heating and AI (EIN 59-2806020) reports NORTHEAST FLORIDA HEATING AND AIR, INC. 401(K) PROFIT SHARING on its most recent Form 5500, with $1.5M 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 Northeast Florida Heating and AI filing — schedules, fees, and providers.

Who runs the Northeast Florida Heating and AI 401(k)?

Northeast Florida Heating and AI’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 Northeast Florida Heating and AIHR for the recordkeeper’s name and login.

How to check your Northeast Florida Heating and AI 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Northeast Florida Heating and AI 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).