How big is Anderson HVAC LLC's plan?

Anderson HVAC LLC's plan reported $604K in assets and 7 participants for 2024.

Original filing (PDF)20250721184916NAL0003921890001

Anderson HVAC LLC

Name: Anderson HVAC LLC — Anderson HVAC LLC 401(k), Form 5500 (2024)
Creator: Anderson HVAC LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Anderson HVAC LLC 401(k)

401(k) retirement plan · Anderson HVAC LLC's Anderson HVAC LLC 401(k) held $604K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$604K

Net assets (EOY)

$604K

People on this filing

Shirley Horner signed Anderson HVAC LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Anderson HVAC LLC's EIN is 20-8241325.

EIN 20-8241325

Plan number 001

Plan year 2024

ACK ID 20250721184916NAL0003921890001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Anderson HVAC LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Anderson HVAC LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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