· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HARVEY W. HOTTEL INC. — HARVEY W. HOTTEL, INC.401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251223100109NAL0011593905001
HARVEY W. HOTTEL INC.
Form 5500-SF
FILING_RECEIVED
HARVEY W. HOTTEL, INC.401(K) PLAN
401(k) retirement plan
Active participants
71
Accounts w/ balance
76
Plan assets (EOY)
$7.2M
Net assets (EOY)
$7.2M
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
HARVEY W. HOTTEL INC.
.
Find decision makers
Plan sponsor
Name
HARVEY W. HOTTEL INC.
EIN
52-0627053
Address
18900 WOODFIELD ROAD · GAITHERSBURG, MD · 20879
Phone
(301) 802-1980
Industry
Plumbing, Heating, AC Contractors
· Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-10-01
Tax period
2025-09-30
Filed
2025-12-23
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
DESESA ENGINEERING COMPANY, INC.
DESESA ENGINEERING COMPANY, INC. PENSION PLAN
$7.2M · 23 participants
A.T. CHADWICK COMPANY, INC.
A.T. CHADWICK COMPANY, INC. 401(K) PROFIT SHARING PLAN
$7.2M · 41 participants
J.J. WHITE, INC.
J.J. WHITE, INC. 401(K) PLAN
$7.2M · 67 participants
ARISTA AIR CONDITIONING CORP.
ARISTA AIR CONDITIONING CORP. 401(K) PLAN
$7.2M · 41 participants
LAKE INDUSTRIES, INC. DBA LAKE HVAC
LAKE INDUSTRIES, INC. 401(K) RETIREMENT PLAN
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$7.2M · 79 participants
AUBURN MECHANICAL, INC
AUBURN MECHANICAL EMPLOYEES 401(K) PLAN
$7.2M · 85 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B