Original filing (PDF)20251002111557NAL0000592496001

A TO Z REFRIGERATION & HVAC CORPORATION

Name: A TO Z REFRIGERATION & HVAC CORPORATION — A TO Z REFRIGERATION & HVAC CORPORATION 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: A TO Z REFRIGERATION & HVAC CORPORATION

Form 5500-SF

FILING_RECEIVED

A TO Z REFRIGERATION & HVAC CORPORATION 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$653K

Net assets (EOY)

$653K

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 A TO Z REFRIGERATION & HVAC CORPORATION.

Plan sponsor

Name

A TO Z REFRIGERATION & HVAC CORPORATION

EIN

27-2559066

Address

840 MIDWOOD DRIVE · BURLINGTON, WI · 53105

Phone

(262) 763-3255

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-10-02

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)

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

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