How big is Apex Heating & Cooling's plan?

Apex Heating & Cooling's plan reported $432K in assets and 20 participants for 2025.

Original filing (PDF)20260312081349NAL0006183857001

Apex Heating & Cooling

Name: Apex Heating & Cooling — Apex Heating & Cooling, Form 5500 (2025)
Creator: Apex Heating & Cooling
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Apex Heating & Cooling 401(k) Plan

401(k) retirement plan · Apex Heating & Cooling's Apex Heating & Cooling 401(k) Plan held $432K in plan assets for 20 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$432K

Net assets (EOY)

$432K

People on this filing

Troy Stubbe signed Apex Heating & Cooling's 2025 Form 5500 as plan administrator.

Troy Stubbe — 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

Apex Heating & Cooling's EIN is 20-2521916.

EIN 20-2521916

Plan number 001

Plan year 2025

ACK ID 20260312081349NAL0006183857001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Apex Heating & Cooling from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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