Original filing (PDF)20250604103805NAL0019228608001

CARROLLS PLUMBING & HEATING

Name: CARROLLS PLUMBING & HEATING — CARROLL'S PLUMBING & HEATING 401(K) PLAN, Form 5500 (2024)
Creator: CARROLLS PLUMBING & HEATING

Form 5500-SF

FILING_RECEIVED

CARROLL'S PLUMBING & HEATING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

CARROLLS PLUMBING & HEATING

EIN

16-0873155

Address

3085 SOUTHWESTERN BLVD. STE. 100 · ORCHARD PARK, NY · 14127

Phone

(716) 675-7500

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-04-25

Filed

2025-06-04

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

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