How big is Advantage Heating and Cooling, Inc.'s plan?

Advantage Heating and Cooling, Inc.'s plan reported $2.7M in assets and 18 participants for 2024.

Original filing (PDF)20251002142533NAL0000363123001

Advantage Heating and Cooling, Inc.

Name: Advantage Heating and Cooling, Inc. — Advantage, Form 5500 (2024)
Creator: Advantage Heating and Cooling, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advantage Heating and Cooling, Inc. 401(k) Plan

401(k) retirement plan · Advantage Heating and Cooling, Inc.'s Advantage Heating and Cooling, Inc. 401(k) Plan held $2.7M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Advantage Heating and Cooling, Inc.'s EIN is 06-1649482.

EIN 06-1649482

Plan number 001

Plan year 2024

ACK ID 20251002142533NAL0000363123001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Advantage Heating and Cooling, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Advantage Heating and Cooling, Inc.'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 ADVANTAGE HEATING AND COOLING, 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

Knocking points off