How big is SHAC, LLC's plan?

SHAC, LLC's plan reported $1.8M in assets and 17 participants for 2024.

Original filing (PDF)20250915095031NAL0001594096001

SHAC, LLC

Name: SHAC, LLC — Sedgwick Heating & Air Conditioning, Form 5500 (2024)
Creator: SHAC, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sedgwick Heating & Air Conditioning 401(k) Plan

401(k) retirement plan · SHAC, LLC's Sedgwick Heating & Air Conditioning 401(k) Plan held $1.8M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

JON Simonson signed SHAC, LLC's 2024 Form 5500 as plan administrator.

JON Simonson — 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

SHAC, LLC's EIN is 27-1144053.

EIN 27-1144053

Plan number 001

Plan year 2024

ACK ID 20250915095031NAL0001594096001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SHAC, LLC'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 SHAC, LLC.

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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.

Plan sponsor

Name

SHAC, LLC

EIN

all filings

Address

1240 TRAPP ROAD, SUITE A · EAGAN, MN · 55121

Phone

(952) 881-9000

Industry

Plumbing, Heating, AC Contractors· Construction

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

2025-09-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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