How big is Excel HVAC's plan?

Excel HVAC's plan reported $921K in assets and 2 participants for 2024.

Original filing (PDF)20251007085206NAL0007576720001

Excel HVAC

Name: Excel HVAC — Excel HVAC Retirement and Trust, Form 5500 (2024)
Creator: Excel HVAC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Excel HVAC Retirement and Trust

401(k) retirement plan · Excel HVAC's Excel HVAC Retirement and Trust held $921K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$921K

Net assets (EOY)

$921K

People on this filing

ANA SINE signed Excel HVAC's 2024 Form 5500 as plan administrator.

ANA SINE — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Excel HVAC's EIN is 04-3335202.

EIN 04-3335202

Plan number 001

Plan year 2024

ACK ID 20251007085206NAL0007576720001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Excel HVAC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EXCEL 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 average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

EXCEL HVAC

EIN

all filings

Address

61 GLENN ST · LAWRENCE, MA · 01843

Phone

(978) 988-7686

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator