How big is United HVAC's plan?

United HVAC's plan reported $1.6M in assets and 6 participants for 2024.

Original filing (PDF)20250406085356NAL0029677778001

United HVAC

Name: United HVAC — United HVAC 401(k) Plan, Form 5500 (2024)
Creator: United HVAC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

United HVAC 401(k) Plan

401(k) retirement plan · United HVAC's United HVAC 401(k) Plan held $1.6M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

United HVAC's EIN is 04-3140956.

EIN 04-3140956

Plan number 001

Plan year 2024

ACK ID 20250406085356NAL0029677778001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for United HVAC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

United HVAC'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 UNITED HVAC.

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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 (88th percentile).

Plan sponsor

Name

UNITED HVAC

EIN

all filings

Address

333 WEYMOUTH STREET · ROCKLAND, MA · 02370

Phone

(781) 871-1060

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator