Original filing (PDF)20250724094149NAL0002360019001

AVERY HEATING AND COOLING

Name: AVERY HEATING AND COOLING — AVERY HEATING AND COOLING RETIREMENT TRUST, Form 5500 (2024)
Creator: AVERY HEATING AND COOLING

Form 5500-SF

FILING_RECEIVED

AVERY HEATING AND COOLING RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$37K

Net assets (EOY)

$37K

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AVERY HEATING AND COOLING.

Plan sponsor

Name

AVERY HEATING AND COOLING

EIN

27-2995202all filings

Address

40 EAST US HIGHWAY 40 · INDEPENDENCE, MO · 64055

Phone

(816) 666-2488

Industry