How big is Pro-Tech Heating and Cooling, LLC's plan?

Pro-Tech Heating and Cooling, LLC's plan reported $757K in assets and 20 participants for 2024.

Original filing (PDF)20251014151855NAL0004359872001

Pro-Tech Heating and Cooling, LLC

Name: Pro-Tech Heating and Cooling, LLC — Pro-Tech Heating, Form 5500 (2024)
Creator: Pro-Tech Heating and Cooling, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pro-Tech Heating and Cooling 401(k) Plan

401(k) retirement plan · Pro-Tech Heating and Cooling, LLC's Pro-Tech Heating and Cooling 401(k) Plan held $757K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$757K

Net assets (EOY)

$757K

People on this filing

LISA Purvins signed Pro-Tech Heating and Cooling, LLC's 2024 Form 5500 as plan administrator.

LISA Purvins — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Pro-Tech Heating and Cooling, LLC's EIN is 36-4532212.

EIN 36-4532212

Plan number 001

Plan year 2024

ACK ID 20251014151855NAL0004359872001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pro-Tech Heating and Cooling, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pro-Tech Heating and Cooling, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PRO-TECH HEATING AND COOLING, LLC.

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Plan health score

Top-tier plan health

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

Helping the score