How big is SAV-MOR Cooling & Heating, Inc.'s plan?

SAV-MOR Cooling & Heating, Inc.'s plan reported $4.0M in assets and 32 participants for 2025.

Original filing (PDF)20260518154630NAL0000293154001

SAV-MOR Cooling & Heating, Inc.

Name: SAV-MOR Cooling & Heating, Inc. — SAV-MOR Cooling &, Form 5500 (2025)
Creator: SAV-MOR Cooling & Heating, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SAV-MOR Cooling & Heating, Inc. 401(k) Plan

401(k) retirement plan · SAV-MOR Cooling & Heating, Inc.'s SAV-MOR Cooling & Heating, Inc. 401(k) Plan held $4.0M in plan assets for 32 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Lucas Fortner for Daybright signed SAV-MOR Cooling & Heating, Inc.'s 2025 Form 5500 as plan administrator.

Lucas Fortner for Daybright — 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

SAV-MOR Cooling & Heating, Inc.'s EIN is 06-1159166.

EIN 06-1159166

Plan number 001

Plan year 2025

ACK ID 20260518154630NAL0000293154001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for SAV-MOR Cooling & Heating, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

SAV-MOR Cooling & Heating, Inc.'s plan includes profit-sharing, 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 SAV-MOR COOLING & 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