· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CALLAHAN AC AND HEATING SERVIC — CALLAHAN AC AND HEATING SERVIC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250409015858NAL0029587408001
CALLAHAN AC AND HEATING SERVIC
Form 5500-SF
FILING_RECEIVED
CALLAHAN AC AND HEATING SERVIC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
39
Accounts w/ balance
47
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
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
CALLAHAN AC AND HEATING SERVIC
.
Find decision makers
Plan sponsor
Name
CALLAHAN AC AND HEATING SERVIC
EIN
46-0841787
Address
91 BELMONT ST · NORTH ANDOVER, MA · 018452304
Phone
(978) 689-9233
Industry
Plumbing, Heating, AC Contractors
· Construction
see all
Plan administrator
Name
ERISA FIDUCIARY SERVICES, INC.
EIN
47-1637791
City
HAUPPAUGE, NY
Phone
(631) 249-0500
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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
RAY & SON HEATING AND AIR CONDITIONING, INC.
RAY & SON HEATING AND AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN
$2.5M · 48 participants
JOINT BOARD OF TRUSTEES OF THE UA LOCAL 190 SUB PLAN
UA LOCAL 190 SUB PLAN
$2.5M · 1,283 participants
K.E. SEIFERT, INC.
K.E. SEIFERT, INC. 401K PROFIT SHARING PLAN
$2.5M · 29 participants
VAL BETTI PLUMBING AND HEATING, INC.
VAL BETTI PLUMBING AND HEATING, INC. 401(K) PROFIT SHARING PLAN
$2.5M · 11 participants
BAYVIEW ENGINEERING & CONSTRUCTION COMPANY, INC.
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.
BAYVIEW ENGINEERING & CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN
$2.5M · 12 participants
COMFORT MECHANICAL SERVICES, LLC
COMFORT MECHANICAL 401(K) PLAN
$2.5M · 15 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
