How big is Wards Heating & Air Conditioning's plan?

Wards Heating & Air Conditioning's plan reported $12K in assets and 5 participants for 2024.

Original filing (PDF)20250702090623NAL0012754193001

Wards Heating & Air Conditioning

Name: Wards Heating & Air Conditioning — Wards Heating &, Form 5500 (2024)
Creator: Wards Heating & Air Conditioning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wards Heating & Air Conditioning LLC

401(k) retirement plan · Wards Heating & Air Conditioning's Wards Heating & Air Conditioning LLC held $12K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12K

Net assets (EOY)

$12K

People on this filing

Nick Rice signed Wards Heating & Air Conditioning's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Wards Heating & Air Conditioning's EIN is 36-5010551.

EIN 36-5010551

Plan number 001

Plan year 2024

ACK ID 20250702090623NAL0012754193001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wards Heating & Air Conditioning from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wards Heating & Air Conditioning's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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