How big is Oconee Climate Control LLC's plan?

Oconee Climate Control LLC's plan reported $883K in assets and 7 participants for 2024.

Original filing (PDF)20250507150700NAL0010775441001

Oconee Climate Control LLC

Name: Oconee Climate Control LLC — Oconee Climate Control, Form 5500 (2024)
Creator: Oconee Climate Control LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oconee Climate Control Safe Harbor 401(k)

401(k) retirement plan · Oconee Climate Control LLC's Oconee Climate Control Safe Harbor 401(k) held $883K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$883K

Net assets (EOY)

$883K

People on this filing

AMEY T Montgomery signed Oconee Climate Control LLC's 2024 Form 5500 as plan administrator.

AMEY T Montgomery — 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

Oconee Climate Control LLC's EIN is 58-2554929.

EIN 58-2554929

Plan number 002

Plan year 2024

ACK ID 20250507150700NAL0010775441001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Oconee Climate Control LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Oconee Climate Control LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OCONEE CLIMATE CONTROL LLC.

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Plan health score

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

OCONEE CLIMATE CONTROL LLC

EIN

all filings

Address

118 SCOTT OAK DR. · EATONTON, GA · 31024

Phone

(706) 484-2653

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator