Original filing (PDF)20250926090012NAL0009937376001

TOMS DEPENDABLE HEATING AND COOLING

Name: TOMS DEPENDABLE HEATING AND COOLING — TOMS DEPENDABLE HEATING AND COOLING RETIREMENT TRUST, Form 5500 (2024)
Creator: TOMS DEPENDABLE HEATING AND COOLING

Form 5500-SF

FILING_RECEIVED

TOMS DEPENDABLE HEATING AND COOLING RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$99K

Net assets (EOY)

$99K

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

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 TOMS DEPENDABLE HEATING AND COOLING.

Plan sponsor

Name

TOMS DEPENDABLE HEATING AND COOLING

EIN

39-1858560

Address

12110 WEST WHITAKER AVENUE · GREENFIELD, WI · 53228

Phone

(414) 380-1450

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator