Original filing (PDF)20260107093840NAL0008990992001

IDEAL AIR HEATING & COOLING, INC.

Name: IDEAL AIR HEATING & COOLING, INC. — IDEALAIR HEATING & COOLING, INC. 401(K) PLAN, Form 5500 (2024)
Creator: IDEAL AIR HEATING & COOLING, INC.

Form 5500-SF

FILING_RECEIVED

IDEALAIR HEATING & COOLING, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IDEAL AIR HEATING & COOLING, INC..

Plan sponsor

Name

IDEAL AIR HEATING & COOLING, INC.

EIN

39-1725171

Address

1396 PLANE SITE BLVD · DE PERE, WI · 54115

Phone

(920) 336-5551

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2026-01-07

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

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