How big is Monroe Heating & Sheet Metal, Inc.'s plan?

Monroe Heating & Sheet Metal, Inc.'s plan reported $1.8M in assets and 13 participants for 2024.

Original filing (PDF)20250423071451NAL0005631761001

Monroe Heating & Sheet Metal, Inc.

Name: Monroe Heating & Sheet Metal, Inc. — Monroe Heating, Form 5500 (2024)
Creator: Monroe Heating & Sheet Metal, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Monroe Heating & Sheet Metal, Inc. 401(k) Plan

401(k) retirement plan · Monroe Heating & Sheet Metal, Inc.'s Monroe Heating & Sheet Metal, Inc. 401(k) Plan held $1.8M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Tracy Dillon signed Monroe Heating & Sheet Metal, Inc.'s 2024 Form 5500 as plan administrator.

Tracy Dillon — 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

Monroe Heating & Sheet Metal, Inc.'s EIN is 39-1551758.

EIN 39-1551758

Plan number 001

Plan year 2024

ACK ID 20250423071451NAL0005631761001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Monroe Heating & Sheet Metal, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Monroe Heating & Sheet Metal, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONROE HEATING & SHEET METAL, INC..

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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