Original filing (PDF)20250603141550NAL0010286849001

OHIO HEATING & REFRIGERATION

Name: OHIO HEATING & REFRIGERATION — OHIO HEATING 401(K) PLAN, Form 5500 (2024)
Creator: OHIO HEATING & REFRIGERATION

Form 5500-SF

FILING_RECEIVED

OHIO HEATING 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

129

Accounts w/ balance

102

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OHIO HEATING & REFRIGERATION.

Plan sponsor

Name

OHIO HEATING & REFRIGERATION

EIN

31-1671670

Address

PO BOX 91203 · COLUMBUS, OH · 43209

Phone

(641) 863-6666

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

2025-06-03

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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