· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BROWN PLUMBING AND HVAC — BROWN PLUMBING AND HVAC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251013152231NAL0001611073001
BROWN PLUMBING AND HVAC
Form 5500-SF
FILING_RECEIVED
BROWN PLUMBING AND HVAC 401(K) PLAN
401(k) retirement plan
Active participants
18
Accounts w/ balance
16
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BROWN PLUMBING AND HVAC
.
Find decision makers
Plan sponsor
Name
BROWN PLUMBING AND HVAC
EIN
27-1563031
Address
315 SANBORN AVE., SUITE A · ASHLAND, WI · 54806
Phone
(715) 682-0444
Industry
Plumbing, Heating, AC Contractors
· Construction
see 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
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Plumbing, Heating, AC Contractors plans
BILLYS PLUMBING COMPANY, INC.
BILLY'S PLUMBING CO LLC 401K PROFIT SHARING PLAN
$1.6M · 52 participants
MAGUIRE COMPANY, INC.
MAGUIRE COMPANY, INC. PREVAILING WAGE PLAN
$1.6M · 34 participants
TCS MECHANICAL LLC
TCS MECHANICAL 401(K) PLAN
$1.6M · 54 participants
G.A. MECHANICAL, INC.
G.A. MECHANICAL, INC. 401(K) PROFIT SHARING PLAN
$1.6M · 29 participants
HEGARTY PLUMBING & HEATING, INC.
HEGARTY PLUMBING & HEATING, INC. 401(K) PLAN
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.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.6M · 11 participants
PERFECT SERIVCE HEATING AND AIR
PERFECT SERVICE HEATING AND AIR 401(K) PLAN
$1.6M · 54 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B
