What public Form 5500 filings show about the PUGH and SON Heating and Air Conditioning, Inc. 401(k) plan — and how to find and check your own account.
PUGH and SON Heating and Air Conditioning, Inc. (EIN 34-0930540) reports PUGH HEATING AND AIR CONDITIONING 401(K) EMPLOYEE INCENTIVE SAVINGS PLAN on its most recent Form 5500, with $3.3M in plan assets across 26 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 PUGH and SON Heating and Air Conditioning, Inc. filing — schedules, fees, and providers.
PUGH and SON Heating and Air Conditioning, 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 PUGH and SON Heating and Air Conditioning, Inc.HR for the recordkeeper’s name and login.
