Original filing (PDF)20250721184916NAL0003921890001

ANDERSON HVAC LLC

Name: ANDERSON HVAC LLC — ANDERSON HVAC LLC 401(K), Form 5500 (2024)
Creator: ANDERSON HVAC LLC

Form 5500-SF

FILING_RECEIVED

ANDERSON HVAC LLC 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$604K

Net assets (EOY)

$604K

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.

Decision-maker contacts

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

Plan sponsor

Name

ANDERSON HVAC LLC

EIN

20-8241325all filings

Address

4535 STATE RD 91 · OSHKOSH, WI · 54904

Phone

(920) 230-6963

Industry

Plumbing, Heating, AC Contractors· Constructionsee 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

2025-07-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Plumbing, Heating, AC Contractors plans

SHACKELFORD HEATING & COOLING

SHACKELFORD HEATING & COOLING 401(K) PLAN

$604K · 8 participants

FIVE STAR MECHANICAL, INC.

FIVE STAR MECHANICAL, INC. 401(K) PLAN

$605K · 18 participants

HANSEN PLUMBING, INC.

HANSEN PLUMBING, INC. 401(K) PROFIT SHARING TRUST

$605K · 6 participants

DELUCA PLUMBING LLC

DELUCA PLUMBING LLC RETIREMENT PLAN

$605K · 13 participants

KENNEDY PLUMBING HEATING MECHANICAL, LLC

KENNEDY PLUMBING HEATING MECHANICAL, LLC CASH BALANCE PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.