How big is Delfera Heating & Cooling's plan?

Delfera Heating & Cooling's plan reported $1.9M in assets and 28 participants for 2025.

Original filing (PDF)20260430110606NAL0018315952001

Delfera Heating & Cooling

Name: Delfera Heating & Cooling — Delfera Heating &, Form 5500 (2025)
Creator: Delfera Heating & Cooling
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Delfera Heating & Cooling 401(k) Plan

401(k) retirement plan · Delfera Heating & Cooling's Delfera Heating & Cooling 401(k) Plan held $1.9M in plan assets for 28 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Katelyn Delfera signed Delfera Heating & Cooling's 2025 Form 5500 as plan administrator.

Katelyn Delfera — 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

Delfera Heating & Cooling's EIN is 59-3767280.

EIN 59-3767280

Plan number 001

Plan year 2025

ACK ID 20260430110606NAL0018315952001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Delfera Heating & Cooling from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Delfera Heating & Cooling'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 DELFERA 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