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BRUCE HEATING & AIR CONDITIONING, I — BRUCE HEATING & AIR CONDITIONING, INC., Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250811130813NAL0016394050001
BRUCE HEATING & AIR CONDITIONING, I
Form 5500-SF
FILING_RECEIVED
BRUCE HEATING & AIR CONDITIONING, INC.
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
227
Accounts w/ balance
79
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BRUCE HEATING & AIR CONDITIONING, I
.
Find decision makers
Plan sponsor
Name
BRUCE HEATING & AIR CONDITIONING, I
EIN
72-1537632
Address
80385 N. HIGHWAY 395 · HERMISTON, OR · 97838
Phone
(541) 567-6813
Industry
Plumbing, Heating, AC Contractors
· Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-08-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No independent qualified public accountant (IQPA) named.
Only 35% as many balances as active participants — suggests many active employees aren't deferring.
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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