Original filing (PDF)20251015054802NAL0002006467001

DALES HEATING & AIR CONDITIONING LLC

Name: DALES HEATING & AIR CONDITIONING LLC — DALE'S HEATING & AIR CONDITIONING LLC 401(K) PLAN, Form 5500 (2024)
Creator: DALES HEATING & AIR CONDITIONING LLC

Form 5500-SF

FILING_RECEIVED

DALE'S HEATING & AIR CONDITIONING LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$136K

Net assets (EOY)

$136K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

DALES HEATING & AIR CONDITIONING LLC

EIN

20-3900359all filings

Address

2003 FREEPORT ROAD · MADISON, WI · 53711

Phone

(608) 516-3415

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator