How big is Performance Heat & Air's plan?

Performance Heat & Air's plan reported $4.0M in assets and 27 participants for 2024.

Original filing (PDF)20250605181835NAL0011764577001

Performance Heat & Air

Name: Performance Heat & Air — Performance Heat & Air, Form 5500 (2024)
Creator: Performance Heat & Air
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Performance Heat & Air 401(k) Plan

401(k) retirement plan · Performance Heat & Air's Performance Heat & Air 401(k) Plan held $4.0M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Shirley Horner signed Performance Heat & Air'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

Performance Heat & Air's EIN is 27-1442066.

EIN 27-1442066

Plan number 001

Plan year 2024

ACK ID 20250605181835NAL0011764577001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Performance Heat & Air from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Performance Heat & Air'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 PERFORMANCE HEAT & AIR.

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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