How big is Kettle Moraine Heating & Air Conditioning, LLC's plan?

Kettle Moraine Heating & Air Conditioning, LLC's plan reported $2.3M in assets and 142 participants for 2024.

Original filing (PDF)20251001114044NAL0020913554001

Kettle Moraine Heating & Air Conditioning, LLC

Name: Kettle Moraine Heating & Air Conditioning, LLC — Form 5500 Plan 001 (2024)
Creator: Kettle Moraine Heating & Air Conditioning, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kettle Moraine Heating & Air Conditioning LLC 401(k) Retirement Plan

401(k) retirement plan · Kettle Moraine Heating & Air Conditioning, LLC's Kettle Moraine Heating & Air Conditioning LLC 401(k) Retirement Plan held $2.3M in plan assets for 142 participants in 2024.

Signals · 1

No auditor on file

Active participants

142

Accounts w/ balance

102

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Kettle Moraine Heating & Air Conditioning, LLC's EIN is 01-0858492.

EIN 01-0858492

Plan number 001

Plan year 2024

ACK ID 20251001114044NAL0020913554001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kettle Moraine Heating & Air Conditioning, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kettle Moraine Heating & Air Conditioning, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KETTLE MORAINE HEATING & AIR CONDITIONING, LLC.

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Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score