Original filing (PDF)20250602155141NAL0009653201001

LANZ FURNACE & FIREPLACE

Name: LANZ FURNACE & FIREPLACE — LANZ FURNACE & FIREPLACE RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: LANZ FURNACE & FIREPLACE

Form 5500-SF

FILING_RECEIVED

LANZ FURNACE & FIREPLACE RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$407K

Net assets (EOY)

$407K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LANZ FURNACE & FIREPLACE.

Plan sponsor

Name

LANZ FURNACE & FIREPLACE

EIN

27-2417875

Address

1206 29TH AVE · MONRE, WI · 53566

Phone

(608) 325-2581

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

2025-06-02

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

2F · ERISA section 404(c)

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 providers

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