How big is Custom Heating Air Conditioning & SM's plan?

Custom Heating Air Conditioning & SM's plan reported $3.1M in assets and 6 participants for 2024.

Original filing (PDF)20250422090213NAL0006192160001

Custom Heating Air Conditioning & SM

Name: Custom Heating Air Conditioning & SM — Custom Heatin, Form 5500 (2024)
Creator: Custom Heating Air Conditioning & SM
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Custom Heating Air Conditioning & SM 401(k) Plan

401(k) retirement plan · Custom Heating Air Conditioning & SM's Custom Heating Air Conditioning & SM 401(k) Plan held $3.1M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Cathy Love signed Custom Heating Air Conditioning & SM's 2024 Form 5500 as plan administrator.

Cathy Love — 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

Custom Heating Air Conditioning & SM's EIN is 47-0561015.

EIN 47-0561015

Plan number 001

Plan year 2024

ACK ID 20250422090213NAL0006192160001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Custom Heating Air Conditioning & SM from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Custom Heating Air Conditioning & SM's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CUSTOM HEATING AIR CONDITIONING & SM.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

CUSTOM HEATING AIR CONDITIONING & SM

EIN

all filings

Address

507 W BRAASCH AVENUE · NORFOLK, NE · 68701

Phone

(402) 371-4542

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator