How big is Shackelford Heating & Cooling's plan?

Shackelford Heating & Cooling's plan reported $604K in assets and 8 participants for 2024.

Original filing (PDF)20250430132405NAL0003935234001

Shackelford Heating & Cooling

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

Form 5500-SF

FILING_RECEIVED

Shackelford Heating & Cooling 401(k) Plan

401(k) retirement plan · Shackelford Heating & Cooling's Shackelford Heating & Cooling 401(k) Plan held $604K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$604K

Net assets (EOY)

$604K

People on this filing

Holly M Hoffer signed Shackelford Heating & Cooling's 2024 Form 5500 as plan administrator.

Holly M Hoffer — 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

Shackelford Heating & Cooling's EIN is 13-4228616.

EIN 13-4228616

Plan number 001

Plan year 2024

ACK ID 20250430132405NAL0003935234001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shackelford Heating & Cooling from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shackelford Heating & Cooling's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHACKELFORD HEATING & COOLING.

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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