Original filing (PDF)20251009112314NAL0003856195001

HARTS PLUMBING & EXCAVATION, LLC

Name: HARTS PLUMBING & EXCAVATION, LLC — HARTS SERVICES 401(K) PLAN, Form 5500 (2024)
Creator: HARTS PLUMBING & EXCAVATION, LLC

Form 5500-SF

FILING_RECEIVED

HARTS SERVICES 401(K) PLAN

401(k) retirement plan

Active participants

113

Accounts w/ balance

138

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HARTS PLUMBING & EXCAVATION, LLC.

Plan sponsor

Name

HARTS PLUMBING & EXCAVATION, LLC

EIN

35-2491936

Address

3510 S PINE STREET · TACOMA, WA · 98409

Phone

(253) 345-7222

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

2025-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Plumbing, Heating, AC Contractors plans

ATLANTIC MARINE CONSTRUCTION LLC

ATLANTIC MARINE CONSTRUCTION LLC 401(K) PLAN

$2.3M · 17 participants

UNIVERSAL PIPING, L.L.C.

UNIVERSAL PIPING, L.L.C. PROFIT SHARING PLAN

$2.3M · 79 participants

HUBERS SOFTWATER HEATING & A/C INC.

HUBERS SOFTWATER HEATING & A/C INC. 401(K) PROFIT SHARING PLAN

$2.3M · 8 participants

TREFZ MECHANICAL, INC.

TREFZ MECHANICAL, INC. 401(K) RETIREMENT PLAN

$2.3M · 21 participants

HERNDON MCFARLAND PLUMBING INC.