Original filing (PDF)20250417220846NAL0001014835072

RSM HEATING AND AIR INC

Name: RSM HEATING AND AIR INC — RSM HEATING AND AIR 401(K) PLAN, Form 5500 (2024)
Creator: RSM HEATING AND AIR INC

Form 5500-SF

FILING_RECEIVED

RSM HEATING AND AIR 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$49K

Net assets (EOY)

$49K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th 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 RSM HEATING AND AIR INC.

Plan sponsor

Name

RSM HEATING AND AIR INC

EIN

20-3272776all filings

Address

1326 HARDIGREE RD · WINDER, GA · 30680

Phone

(770) 876-4945

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Plumbing, Heating, AC Contractors plans

DENALI CONSTRUCTION SERVICES, LP

DENALI CONSTRUCTION SERVICES 401(K) PLAN

$49K · 51 participants

EXPRESS REFRIGERATION INC

EXPRESS REFRIGERATION INC 401K PROFIT SHARING PLAN

$49K · 5 participants

ROYAL PLUMBING, HEATING & AIR

ROYAL PLUMBING, HEATING, & AIR 401(K)

$49K · 27 participants

WILLIAMS CONSTRUCTION INC

WILLIAMS CONSTRUCTION INC 401(K) PLAN

$49K · 9 participants

INDOOR CLIMATE EXPERTS, INC

INDOOR CLIMATE EXPERTS 401(K) PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.