Original filing (PDF)20250716094130NAL0002291475001

SOUTHSHORE HEATING AIR CONDITI

Name: SOUTHSHORE HEATING AIR CONDITI — SOUTHSHORE HEATING AIR CONDITI 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: SOUTHSHORE HEATING AIR CONDITI

Form 5500-SF

FILING_RECEIVED

SOUTHSHORE HEATING AIR CONDITI 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$290K

Net assets (EOY)

$290K

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHSHORE HEATING AIR CONDITI.

Plan sponsor

Name

SOUTHSHORE HEATING AIR CONDITI

EIN

26-4401537

Address

11817 GOLF RD · CALEDONIA, WI · 531269528

Phone

(262) 554-7779

Industry