Original filing (PDF)20250520104309NAL0001274147001

DAVIS HEATING AND AIR CONDITIONING COMPANY

Name: DAVIS HEATING AND AIR CONDITIONING COMPANY — DAVIS HEATING AND AIR CONDITIONING COMPANY 401(K) PLAN, Form 5500 (2024)
Creator: DAVIS HEATING AND AIR CONDITIONING COMPANY

Form 5500-SF

FILING_RECEIVED

DAVIS HEATING AND AIR CONDITIONING COMPANY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

DAVIS HEATING AND AIR CONDITIONING COMPANY

EIN

54-1156156

Address

531 WEAVER STREET · ROCKY MOUNT, VA · 24151

Phone

(540) 483-5605

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator