Original filing (PDF)20250429094442NAL0000343457001

PHELPS HEATING & AIR CONDITIONING

Name: PHELPS HEATING & AIR CONDITIONING — PHELPS HEATING & AIR CONDITIONING GCF BENEFIT PLAN, Form 5500 (2023)
Creator: PHELPS HEATING & AIR CONDITIONING

Form 5500-SF

FILING_RECEIVED

PHELPS HEATING & AIR CONDITIONING GCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$16K

Net assets (EOY)

$5K

Plan health score (directional)

—

/ 100

Limited data

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHELPS HEATING & AIR CONDITIONING.

Plan sponsor

Name