How big is Advanced Technology Heating and Cooling LLC's plan?

Advanced Technology Heating and Cooling LLC's plan reported $27K in assets and 9 participants for 2024.

Original filing (PDF)20251013140154NAL0000687203001

Advanced Technology Heating and Cooling LLC

Name: Advanced Technology Heating and Cooling LLC — Form 5500 Plan 001 (2024)
Creator: Advanced Technology Heating and Cooling LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advanced Technology Heating and Cooling LLC 401(k) Plan

401(k) retirement plan · Advanced Technology Heating and Cooling LLC's Advanced Technology Heating and Cooling LLC 401(k) Plan held $27K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$27K

Net assets (EOY)

$27K

People on this filing

Richard Tatum signed Advanced Technology Heating and Cooling LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Advanced Technology Heating and Cooling LLC's EIN is 46-1825310.

EIN 46-1825310

Plan number 001

Plan year 2024

ACK ID 20251013140154NAL0000687203001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Advanced Technology Heating and Cooling LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADVANCED TECHNOLOGY 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