· 2022–2024 · DOL EFAST2

SHERIDAN HEATING & COOLING — SHERIDAN HEATING & COOLING 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)

Original filing (PDF)20250701073837NAL0011883361001

SHERIDAN HEATING & COOLING

Form 5500-SF

FILING_RECEIVED

SHERIDAN HEATING & COOLING 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

4

Accounts w/ balance

2

Plan assets (EOY)

$95K

Net assets (EOY)

$95K

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

57

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th 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 SHERIDAN HEATING & COOLING.

Plan sponsor

Name

SHERIDAN HEATING & COOLING

EIN

20-3952593all filings

Address

140 7TH AVENUE · UNIT 18 · LITTLE EGG HARBOR, NJ · 08087

Phone

(609) 296-3151

Industry

Other Services (ex. Public Admin)see 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

2025-07-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

GOLDEN GATE NEUROMONITORING

GOLDEN GATE NEUROMONITORING

$95K · 2 participants

AE GLOBAL SOLUTIONS INC

AE GLOBAL SOLUTIONS INC 401(K) PROFIT SHARING PLAN & TRUST

$95K · 3 participants

WESTCO ROOFING CO INC

WESTCO ROOFING CO INC 401(K) PROFIT SHARING PLAN & TRUST

$95K · 63 participants

MUNRO-DELOTTO LAW LLC

MUNRO DELOTTO LAW LLC 401(K) PROFIT SHARING PLAN

$95K · 1 participants

ROYALTON DEVELOPMENT CORP

ROYALTON DEVELOPMENT CORP 401(K) PROFIT SHARING PLAN & TRUST

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.