How big is Nick Stewart Heating and Cooling, LLC's plan?

Nick Stewart Heating and Cooling, LLC's plan reported $83K in assets and 6 participants for 2024.

Original filing (PDF)20250905123503NAL0010355155001

Nick Stewart Heating and Cooling, LLC

Name: Nick Stewart Heating and Cooling, LLC — Nick Stewart, Form 5500 (2024)
Creator: Nick Stewart Heating and Cooling, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nick Stewart Heating and Cooling, LLC Stewart Heating and Cooling Retirement Plan

401(k) retirement plan · Nick Stewart Heating and Cooling, LLC's Nick Stewart Heating and Cooling, LLC Stewart Heating and Cooling Retirement Plan held $83K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$83K

Net assets (EOY)

$83K

Plan identifiers

Nick Stewart Heating and Cooling, LLC's EIN is 40-0025453.

EIN 40-0025453

Plan number 001

Plan year 2024

ACK ID 20250905123503NAL0010355155001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Nick Stewart Heating and Cooling, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Nick Stewart Heating and Cooling, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NICK STEWART HEATING AND COOLING, LLC.

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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