What public Form 5500 filings show about the Southeast Mechanical/Avery Heating 401(k) plan — and how to find and check your own account.
Southeast Mechanical/Avery Heating (EIN 26-4092764) reports LOGAN HEATING AND AIR CONDITIONING, INC. 401(K) PLAN on its most recent Form 5500, with $1.9M in plan assets across 52 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 Southeast Mechanical/Avery Heating filing — schedules, fees, and providers.
Southeast Mechanical/Avery Heating’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 Southeast Mechanical/Avery HeatingHR for the recordkeeper’s name and login.