· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BRANDT HEATING AND AIR CONDITIONING CO., INC. — BRANDT HEATING AND AIR CONDITIONING CO., INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250903150548NAL0009479907001
BRANDT HEATING AND AIR CONDITIONING CO., INC.
Form 5500-SF
FILING_RECEIVED
BRANDT HEATING AND AIR CONDITIONING CO., INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
35
Accounts w/ balance
50
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BRANDT HEATING AND AIR CONDITIONING CO., INC.
.
Find decision makers
Plan sponsor
Name
BRANDT HEATING AND AIR CONDITIONING CO., INC.
EIN
42-1291576
Address
2325 HEINZ RD. · IOWA CITY, IA · 52240
Phone
(319) 338-3637
Industry
Plumbing, Heating, AC Contractors
· Construction
see 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
2025-09-03
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Plumbing, Heating, AC Contractors plans
MAURER HEATING & COOLING CO.
MAURER HEATING & COOLING CO. 401(K) RETIREMENT PLAN
$3.4M · 15 participants
AQUAMATIC FIRE PROTECTION, INC.
AQUAMATIC FIRE PROTECTION, INC. 401K PLAN
$3.4M · 39 participants
DEPUE MECHANICAL, INC.
DEPUE MECHANICAL, INC. RETIREMENT PLAN & TRUST
$3.4M · 28 participants
LAWTON GROUP LLC
LAWTON GROUP LLC 401(K) PLAN
$3.4M · 109 participants
A.M.E., INC.
A.M.E. INC. CASH BALANCE PENSION PLAN
$3.4M · 76 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
KARSTEN, INC.
KARSTEN, INC. 401(K) PROFIT SHARING PLAN
$3.4M · 23 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B
