How big is Colonial Heating & Cooling, Co. Inc.'s plan?

Colonial Heating & Cooling, Co. Inc.'s plan reported $3.2M in assets and 66 participants for 2024.

Original filing (PDF)20250422140421NAL0002353555001

Colonial Heating & Cooling, Co. Inc.

Name: Colonial Heating & Cooling, Co. Inc. — Colonial, Form 5500 (2024)
Creator: Colonial Heating & Cooling, Co. Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Colonial Heating & Cooling, Co., Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Colonial Heating & Cooling, Co. Inc.'s Colonial Heating & Cooling, Co., Inc. 401(k) Profit Sharing Plan held $3.2M in plan assets for 66 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan identifiers

Colonial Heating & Cooling, Co. Inc.'s EIN is 31-1172288.

EIN 31-1172288

Plan number 001

Plan year 2024

ACK ID 20250422140421NAL0002353555001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Colonial Heating & Cooling, Co. Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Colonial Heating & Cooling, Co. Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off