Back to filter
Original filing (PDF)20250620123139NAL0009690850001
GENE'S REFRIGERATION, INC.
Form 5500-SF
FILING_RECEIVED
ANCORA - MEP
401(k) retirement plan
Active participants
36
Accounts w/ balance
24
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- 67% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENE'S REFRIGERATION, INC..
Plan sponsor
Name
GENE'S REFRIGERATION, INC.
EIN
34-1335710
Address
6222 NORWALK ROAD · MEDINA, OH · 44256
Phone
(330) 723-4104
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Name
THE ANCORA GROUP, INC.
EIN
27-1506603
City
MAYFIELD HEIGHTS, OH
Phone
(216) 825-4000
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Plumbing, Heating, AC Contractors plans
LAKESIDE PLUMBING, INC.
LAKESIDE PLUMBING INC. 401(K) PROFIT SHARING PLAN AND TRUST
$1.5M · 12 participants
SAMM'S HEATING AND AIR CONDITIONING, LLC.
SAMM'S HEATING AND AIR CONDITIONING 401(K) PLAN
$1.5M · 22 participants
SERVICE EXPRESS HEATING AND AIR CONDITIONING, INC.
SERVICE EXPRESS HEATING AND AIR CONDITIONING, INC. 401(K) PLAN
$1.5M · 17 participants
WOODMAN ENGINEERING COMPANY, INC.
WOODMAN ENGINEERING COMPANY, INC. 401(K) PLAN
$1.5M · 17 participants
FULLER HEATING AND AIR CONDITIONING, INC.
FULLER HEATING AND AIR CONDITIONING 401(K) PROFIT SHARING PLAN TRUST
$1.5M · 51 participants
ACCOUNTABLE AIR CONDITIONING
ACCOUNTABLE AIR CONDITIONING, INCORPORATED 401(K) PLAN
$1.5M · 18 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants