· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
POLK COUNTY HEATING & COOLING, INC. — POLK COUNTY HEATING & COOLING, INC. 401K RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250612130445NAL0012948467001
POLK COUNTY HEATING & COOLING, INC.
Form 5500-SF
FILING_RECEIVED
POLK COUNTY HEATING & COOLING, INC. 401K RETIREMENT PLAN
401(k) retirement plan
Active participants
30
Accounts w/ balance
25
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
POLK COUNTY HEATING & COOLING, INC.
.
Find decision makers
Plan sponsor
Name
POLK COUNTY HEATING & COOLING, INC.
EIN
36-4736151
Address
207 NORTH 2ND STREET · SUITE A, P.O. BOX 158 · POLK CITY, IA · 50226
Phone
(515) 984-6276
Industry
Plumbing, Heating, AC Contractors
· Construction
see 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
2025-06-12
Pension benefit codes
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)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Plumbing, Heating, AC Contractors plans
GRAY COMPANY
GRAY COMPANY 401(K) PLAN
$1.6M · 26 participants
MECHANICAL AIR SYSTEMS COMPANY
MECHANICAL AIR SYSTEMS COMPANY 401(K) SALARY REDUCTION PLAN
$1.6M · 16 participants
MIRACLE PLUMBING AND HEATING CO., INC.
MIRACLE PLUMBING & HEATING CO., INC 401(K) PROFIT SHARING PLAN & TRUST
$1.6M · 21 participants
DANGELO PLUMBING & HEATING
DANGELO PLUMBING & HEATING 401(K) PROFIT SHARING PLAN & TRUST
$1.6M · 38 participants
YARD HEATING & COOLING
YARD HEATING & COOLING 401(K) PLAN
100
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.6M · 11 participants
PRUETT AIR CONDITIONING COMPANY
PRUETT AIR CONDITIONING COMPANY 401(K) PROFIT SHARING PLAN
$1.6M · 38 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B
