Original filing (PDF)20250414091453NAL0001580433001

CERTIFIED HEATING AND COOLING, INC.

Name: CERTIFIED HEATING AND COOLING, INC. — CERTIFIED HEATING AND COOLING 401(K) PLAN, Form 5500 (2024)
Creator: CERTIFIED HEATING AND COOLING, INC.

Form 5500-SF

FILING_RECEIVED

CERTIFIED HEATING AND COOLING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$335K

Net assets (EOY)

$335K

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 CERTIFIED HEATING AND COOLING, INC..

Plan sponsor

Name

CERTIFIED HEATING AND COOLING, INC.

EIN

20-4953981

Address

17311 ALICO CENTER ROAD, SUITE A · FORT MYERS, FL · 33967

Phone

(239) 482-5000

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator