How big is Reliance Heating & Air Conditioning's plan?

Reliance Heating & Air Conditioning's plan reported $3.7M in assets and 102 participants for 2024.

Original filing (PDF)20251015144044NAL0009791106001

Reliance Heating & Air Conditioning

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

Form 5500-SF

FILING_RECEIVED

Reliance Heating & Air Conditioning 401(k) Plan

401(k) retirement plan · Reliance Heating & Air Conditioning's Reliance Heating & Air Conditioning 401(k) Plan held $3.7M in plan assets for 102 participants in 2024.

Active participants

102

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Sharon Aaron signed Reliance Heating & Air Conditioning's 2024 Form 5500 as plan administrator.

Sharon Aaron — 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

Reliance Heating & Air Conditioning's EIN is 58-1032464.

EIN 58-1032464

Plan number 002

Plan year 2024

ACK ID 20251015144044NAL0009791106001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Reliance Heating & Air Conditioning from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Reliance Heating & Air Conditioning's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score