How big is Bruce Heating & Air Conditioning, I's plan?

Bruce Heating & Air Conditioning, I's plan reported $4.2M in assets and 227 participants for 2023.

Original filing (PDF)20250811130813NAL0016394050001

Bruce Heating & Air Conditioning, I

Name: Bruce Heating & Air Conditioning, I — Bruce Heating, Form 5500 (2023)
Creator: Bruce Heating & Air Conditioning, I
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bruce Heating & Air Conditioning, Inc.

401(k) retirement plan · Bruce Heating & Air Conditioning, I's Bruce Heating & Air Conditioning, Inc. held $4.2M in plan assets for 227 participants in 2023.

Signals · 1

No auditor on file

Active participants

227

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan identifiers

Bruce Heating & Air Conditioning, I's EIN is 72-1537632.

EIN 72-1537632

Plan number 001

Plan year 2023

ACK ID 20250811130813NAL0016394050001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Bruce Heating & Air Conditioning, I from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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 independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score