Back to filter
Original filing (PDF)20250829142901NAL0006274883001
PERFORMANCE HEATING COOLING
Form 5500-SF
FILING_RECEIVED
PERFORMANCE HEATING & COOLING 401(K) PLAN
401(k) retirement plan
Active participants
42
Accounts w/ balance
32
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PERFORMANCE HEATING COOLING.
Plan sponsor
Name
PERFORMANCE HEATING COOLING
EIN
56-1900279
Address
3466 AIRPORT BLVD · WILSON, NC · 27896
Phone
(252) 243-2200
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
2025-08-29
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
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 providersRelated plans
Similar-size Plumbing, Heating, AC Contractors plans
TUCK AIRE HEATING & AIR CONDITIONING CORPORATION
TUCK AIRE HEATING & AIR CONDITIONING CORPORATION 401K PLAN
$1.1M · 28 participants
SHELBY HEATING AND AIR CONDITION
SHELBY HEATING AND AIR CONDITIONING, INC. 401(K) PROFIT
$1.1M · 16 participants
NORTHWEST FIRE SYSTEMS LLC
NORTHWEST FIRE SYSTEMS 401(K) PLAN
$1.1M · 74 participants
BINGHAM MECHANICAL, INC.
BINGHAM MECHANICAL, INC. 401(K) RETIREMENT SAVINGS PLAN
$1.1M · 22 participants
ROOTER MD PLUMBING, LLC
ROOTER MD PLUMBING, LLC 401(K) PLAN
$1.1M · 11 participants
LINDBERGH COMMERCIAL SERVICES
LINDBERGH COMMERCIAL SERVICES, INC. RETIREMENT SAVINGS PLAN
$1.1M · 24 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants