How big is Performance Heating Cooling's plan?

Performance Heating Cooling's plan reported $1.1M in assets and 42 participants for 2024.

Original filing (PDF)20250829142901NAL0006274883001

Performance Heating Cooling

Name: Performance Heating Cooling — Performance Heating &, Form 5500 (2024)
Creator: Performance Heating Cooling
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Performance Heating & Cooling 401(k) Plan

401(k) retirement plan · Performance Heating Cooling's Performance Heating & Cooling 401(k) Plan held $1.1M in plan assets for 42 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Stuart Batten signed Performance Heating Cooling's 2024 Form 5500 as plan administrator.

Stuart Batten — 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

Performance Heating Cooling's EIN is 56-1900279.

EIN 56-1900279

Plan number 001

Plan year 2024

ACK ID 20250829142901NAL0006274883001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Performance Heating Cooling's plan includes 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 PERFORMANCE HEATING COOLING.

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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