Original filing (PDF)20250618122332NAL0002482257001

Harvey Bloch Ortiz Bailer, Inc. DBA American Heating & Cooling

Name: Harvey Bloch Ortiz Bailer, Inc. DBA American Heating & Cooling — Form 5500 Plan 001 (2024)
Creator: Harvey Bloch Ortiz Bailer, Inc. DBA American Heating & Cooling
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

American Heating & Cooling 401(k) Plan

401(k) retirement plan · Harvey Bloch Ortiz Bailer, Inc. DBA American Heating & Cooling's American Heating & Cooling 401(k) Plan held $1.6M in plan assets for 43 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Harvey Bloch Ortiz Bailer, Inc. DBA American Heating & Cooling's EIN is 26-4396795.

EIN 26-4396795

Plan number 001

Plan year 2024

ACK ID 20250618122332NAL0002482257001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Harvey Bloch Ortiz Bailer, Inc. DBA American Heating & Cooling from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Harvey Bloch Ortiz Bailer, Inc. DBA American 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 HARVEY BLOCH ORTIZ BAILER, INC. DBA AMERICAN HEATING & COOLING.

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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