How big is William Heating & Cooling's plan?

William Heating & Cooling's plan reported $44K in assets and 6 participants for 2024.

Original filing (PDF)20250318122412NAL0006301474001

William Heating & Cooling

Name: William Heating & Cooling — Williams Heating &, Form 5500 (2024)
Creator: William Heating & Cooling
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Williams Heating & Cooling 401(k) Plan

401(k) retirement plan · William Heating & Cooling's Williams Heating & Cooling 401(k) Plan held $44K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$44K

Net assets (EOY)

$44K

Plan identifiers

William Heating & Cooling's EIN is 20-4965816.

EIN 20-4965816

Plan number 001

Plan year 2024

ACK ID 20250318122412NAL0006301474001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William Heating & Cooling from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William Heating & 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 WILLIAM HEATING & COOLING.

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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