Original filing (PDF)20251013083421NAL0002086226001

REUPERT HEATING & AIR CONDITIONING

Name: REUPERT HEATING & AIR CONDITIONING — REUPERT HEATING & AIR CONDITIONING RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: REUPERT HEATING & AIR CONDITIONING

Form 5500-SF

FILING_RECEIVED

REUPERT HEATING & AIR CONDITIONING RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 REUPERT HEATING & AIR CONDITIONING.

Plan sponsor

Name

REUPERT HEATING & AIR CONDITIONING

EIN

31-0807990

Address

5137 CROOKSHANK ROAD · CINCINNATI, OH · 452383386

Phone

(513) 922-5050

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

DAYS APPLIANCE REPAIR, LLC

DAYS APPLIANCE REPAIR, LLC 401K PLAN

$2.2M · 13 participants

HOOKED UP INSTALLS, INC.

HOOKED UP INSTALLS, INC. 401(K) PLAN

$2.2M · 16 participants

COOL POOL SERVICE, INC.

COOL POOL SERVICE, INC. 401(K) PROFIT SHARING PLAN

$2.2M · 11 participants

CERTIFIED REFRIGERATION, LLC

CERTIFIED REFRIGERATION, LLC 401(K) PLAN

$2.2M · 8 participants

ALLIANCE GARAGE DOORS, INC.

ALLIANCE GARAGE DOORS, INC. CASH BALANCE PLAN