Back to filter
Original filing (PDF)20250407144325NAL0016392273001
PRODUCTION HEATING & COOLING
Form 5500-SF
FILING_RECEIVED
PRODUCTION HEATING & COOLING 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
26
Accounts w/ balance
28
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
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 PRODUCTION HEATING & COOLING.
Plan sponsor
Name
PRODUCTION HEATING & COOLING
EIN
61-0575478
Address
111 S 18TH STREET · LOUISVILLE, KY · 40203
Phone
(502) 589-5880
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
2025-04-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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
CLIFF BERGIN & ASSOCIATES, INC.
CLIFF BERGIN & ASSOCIATES, INC. 401K PROFIT SHARING PLAN
$5.1M · 22 participants
SILVA PLUMBING, INC.
SILVA PLUMBING, INC. PROFIT SHARING PLAN
$5.1M · 8 participants
MOSER, INC.
MOSER, INC. 401(K) PLAN
$5.1M · 19 participants
STEWART MECHANICAL, INC.
STEWART MECHANICAL, INC. RETIREMENT SAVINGS PLAN
$5.1M · 47 participants
BAY CITY BOILER & ENGINEERING COMPANY, INC.
BAY CITY BOILER & ENGINEERING COMPANY INC 401(K) PROFIT SHARING PLAN
$5.1M · 44 participants
BONDEE ENTERPRISES, INC.
BONDEE ENTERPRISES PROFIT SHARING PLAN
$5.1M · 23 participants
Large plans in Kentucky
COMMONSPIRIT HEALTH
COMMONSPIRIT HEALTH 401(K) RETIREMENT SAVINGS PLAN
$8.8B · 91,977 participants
HUMANA INC.
HUMANA RETIREMENT SAVINGS PLAN
$7.7B · 42,968 participants
COMMONSPIRIT HEALTH
COMMONSPIRIT HEALTH ERISA 403(B) PLAN
$2.9B · 28,491 participants
UNITED PARCEL SERVICE COMPANY
UPS/IPA DEFINED CONTRIBUTION MONEY PURCHASE PENSION PLAN
$2.5B · 1,993 participants
HOUCHENS INDUSTRIES, INC.
HOUCHENS INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$2.3B · 7,785 participants
NORTON HEALTHCARE, INC.
NORTON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN
$2.3B · 22,952 participants