WILLIAMS HEATING & AIR CONDITIONING, INC. 401 KPROFIT SHARING PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
12
Plan assets (EOY)
$194K
Net assets (EOY)
$194K
Plan health score
91
/ 100
Grade A
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
67
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIAMS HEATING & AIR CONDITIONING, INC..
Plan sponsor
Name
WILLIAMS HEATING & AIR CONDITIONING, INC.
EIN
52-1547584
Address
1148 CALVERT ROAD · RISING SON, MD · 21911
Phone
(410) 676-4711
Industry
Plumbing, Heating, AC Contractors· Constructionsee 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
2025-06-09
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2H · Partial participant-directed accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Plumbing, Heating, AC Contractors plans
