Back to filter
Original filing (PDF)20250408082838NAL0035367490001
METRO HEATING & COOLING LLC
Form 5500-SF
FILING_RECEIVED
METRO HEATING & COOLING LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
40
Accounts w/ balance
46
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for METRO HEATING & COOLING LLC.
Plan sponsor
Name
METRO HEATING & COOLING LLC
EIN
27-0208409
Address
1220 COPE AVE E · MAPLEWOOD, MN · 551092505
Phone
(651) 440-9203
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
2025-04-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Plumbing, Heating, AC Contractors plans
CONDITIONED AIR DESIGN, INC.
CONDITIONED AIR DESIGN, INC. 401(K) PLAN
$3.5M
LLOYDS PLUMBING AND HEATING CORP.
LLOYD'S PLUMBING AND HEATING CORP. 401(K) SAVINGS PLAN
$3.5M · 25 participants
GRAVELLE PLUMBING & HEATING, INC.
GRAVELLE PLUMBING & HEATING, INC. 401(K) PLAN
$3.5M · 16 participants
FIDUCIARY WISE FBO AIR TECHNICAL SERVICES
ETF ADVISOR K MEP FIDUCIARY WISE, LLC
$3.5M · 39 participants
FORTE EXPRESS PLUMBING & HEATING, INC.
FORTE EXPRESS PLUMBING & HEATING, INC. PROFIT SHARING 401(K) PLAN
$3.5M · 32 participants
SOVEREIGN MECHANICAL CORP.
SOVEREIGN MECHANICAL CORP. 401K PLAN
$3.5M · 12 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B