United Heating and Cooling Incorporated 401(k) Plan

The United Heating and Cooling Incorporated 401(k) on its latest Form 5500

United Heating and Cooling Incorporated (EIN 43-1563674) reports UNITED HEATING AND COOLING 401 K PLAN on its most recent Form 5500, with $9.1M in plan assets across 177 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 United Heating and Cooling Incorporated filing — schedules, fees, and providers.

Who runs the United Heating and Cooling Incorporated 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Newport Group, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your United Heating and Cooling Incorporated 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CREATIVE PLANNING.

How to check your United Heating and Cooling Incorporated 401(k)

• Log in to Newport Group’s participant portal (the site on your statements).
• Ask United Heating and Cooling Incorporated 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).