ALTA HEATING AND PLUMBING, INC. D/B/A CLEARWATER PLUMBING & HEATING — CLEARWATER PLUMBING AND HEATING SAVINGS PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
ALTA HEATING AND PLUMBING, INC. D/B/A CLEARWATER PLUMBING & HEATING
Form 5500-SF
FILING_RECEIVED
CLEARWATER PLUMBING AND HEATING SAVINGS PLAN & TRUST
401(k) retirement plan
Active participants
8
Accounts w/ balance
10
Plan assets (EOY)
$895K
Net assets (EOY)
$895K
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
88
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALTA HEATING AND PLUMBING, INC. D/B/A CLEARWATER PLUMBING & HEATING.
Plan sponsor
Name
ALTA HEATING AND PLUMBING, INC. D/B/A CLEARWATER PLUMBING & HEATING
EIN
41-2008479
Address
19260 MUSHTOWN ROAD · PRIOR LAKE, MN · 553728897
Phone
(952) 440-3779
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
2025-06-26
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
Related plans
Similar-size Plumbing, Heating, AC Contractors plans
