Original filing (PDF)20250929160746NAL0018126210001

RUSSELL P DEFURIA, INC DBA

Name: RUSSELL P DEFURIA, INC DBA — O'BRIEN HEATING AND AIR CONDITIONING 401K SAVINGS PLAN, Form 5500 (2024)
Creator: RUSSELL P DEFURIA, INC DBA

Form 5500-SF

FILING_RECEIVED

O'BRIEN HEATING AND AIR CONDITIONING 401K SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RUSSELL P DEFURIA, INC DBA.

Plan sponsor

Name

RUSSELL P DEFURIA, INC DBA

DBA

O'BRIEN HEATING AND AIR CONDITIONING

EIN

11-3698217

Address

381 BURMONT RD · DREXEL HILL, PA · 19026

Phone

(610) 626-2540

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Plumbing, Heating, AC Contractors plans

H2O PLUMBING & HEATING, INC.

H2O PLUMBING & HEATING, INC. 401K PROFIT SHARING PLAN AND TRU

$2.4M · 15 participants

SUPERIOR PLUMBING & HEATING CO.

SUPERIOR PLUMBING & HEATING CO. EMPLOYEES' PROFIT SHARING PLAN

$2.4M · 10 participants

AIRE SHEET METAL, INC.

AIRE SHEET METAL, INC. 401(K) PROFIT SHARING PLAN

$2.4M · 11 participants

INGERSOLL MECHANICAL, INC.

INGERSOLL MECHANICAL 401(K) PLAN

$2.4M · 11 participants

R. BROOKS MECHANICAL, INC.