Original filing (PDF)20251010081728NAL0007796337001

BSR Ventures, LLC. DBA Advanced Heating and Cooling

Name: BSR Ventures, LLC. DBA Advanced Heating and Cooling — Form 5500 Plan 001 (2024)
Creator: BSR Ventures, LLC. DBA Advanced Heating and Cooling
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advanced Heating and Cooling 401(k) Plan

401(k) retirement plan · BSR Ventures, LLC. DBA Advanced Heating and Cooling's Advanced Heating and Cooling 401(k) Plan held $1.8M in plan assets for 191 participants in 2024.

Signals · 1

No auditor on file

Active participants

191

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

BSR Ventures, LLC. DBA Advanced Heating and Cooling's EIN is 20-3336739.

EIN 20-3336739

Plan number 001

Plan year 2024

ACK ID 20251010081728NAL0007796337001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BSR Ventures, LLC. DBA Advanced Heating and Cooling from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BSR Ventures, LLC. DBA Advanced Heating and Cooling's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BSR VENTURES, LLC. DBA ADVANCED HEATING AND COOLING.

Finding similar companies…

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score