Original filing (PDF)20250401115551NAL0004308435001

CALEFFI NORTH AMERICA INCORPOR

Name: CALEFFI NORTH AMERICA INCORPOR — CALEFFI NORTH AMERICA INCORPOR 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: CALEFFI NORTH AMERICA INCORPOR

Form 5500-SF

FILING_RECEIVED

CALEFFI NORTH AMERICA INCORPOR 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CALEFFI NORTH AMERICA INCORPOR.

Plan sponsor

Name

CALEFFI NORTH AMERICA INCORPOR

EIN

01-0549170

Address

3883 W MILWAUKEE RD · MILWAUKEE, WI · 532084250

Phone

(414) 238-2360

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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