· 2022–2024 · DOL EFAST2

RJ HEATING & AIR CONDITIONING LLC — RJ HEATING & AIR CONDITIONING LLC PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20250925092757NAL0009015984001

RJ HEATING & AIR CONDITIONING LLC

Form 5500-SF

FILING_RECEIVED

RJ HEATING & AIR CONDITIONING LLC PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

12

Accounts w/ balance

13

Plan assets (EOY)

$303K

Net assets (EOY)

$303K

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

70

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RJ HEATING & AIR CONDITIONING LLC.

Plan sponsor

Name

RJ HEATING & AIR CONDITIONING LLC

EIN

39-1784662

Address

3820 W VILLARD AVE · MILWAUKEE, WI · 53209

Phone

(414) 463-1140

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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