How big is Charles M. Moran Plumbing & Heating, Inc.'s plan?

Charles M. Moran Plumbing & Heating, Inc.'s plan reported $6.4M in assets and 24 participants for 2024.

Original filing (PDF)20250417081636NAL0001724930001

Charles M. Moran Plumbing & Heating, Inc.

Name: Charles M. Moran Plumbing & Heating, Inc. — Form 5500 Plan 002 (2024)
Creator: Charles M. Moran Plumbing & Heating, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charles M. Moran Plumbing & Heating, Inc. Profit Sharing Retirement Plan

Defined-contribution retirement plan · Charles M. Moran Plumbing & Heating, Inc.'s Charles M. Moran Plumbing & Heating, Inc. Profit Sharing Retirement Plan held $6.4M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

Plan identifiers

Charles M. Moran Plumbing & Heating, Inc.'s EIN is 04-2723821.

EIN 04-2723821

Plan number 002

Plan year 2024

ACK ID 20250417081636NAL0001724930001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charles M. Moran Plumbing & Heating, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charles M. Moran Plumbing & Heating, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLES M. MORAN PLUMBING & HEATING, INC..

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

CHARLES M. MORAN PLUMBING & HEATING, INC.

EIN

all filings

Address

54 ALLEN ST · CLINTON, MA · 015101102

Phone

(978) 368-0355

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator