· 2022–2024 · DOL EFAST2

DUNCAN'S HEATING & COOLING CORP. — NIAGARA INDUSTRIAL MECHANICAL SERVICES 401(K) PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251006070459NAL0003289441001

DUNCAN'S HEATING & COOLING CORP.

Form 5500-SF

FILING_RECEIVED

NIAGARA INDUSTRIAL MECHANICAL SERVICES 401(K) PLAN

401(k) retirement plan

Active participants

29

Accounts w/ balance

10

Plan assets (EOY)

$316K

Net assets (EOY)

$316K

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

48

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

DUNCAN'S HEATING & COOLING CORP.

EIN

16-1362183

Address

P.O. BOX 60 · RANSOMVILLE, NY · 14131

Phone

(716) 791-3390

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

2025-10-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

2A · Age/service weighted or new comparability

2K · 401(m) arrangement

Service providers (Schedule C)

Small plans don't disclose service providers

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