Original filing (PDF)20250714160114NAL0000808499001

WMB INC DBA ALL SERVICE HEATING AND AIR

Name: WMB INC DBA ALL SERVICE HEATING AND AIR — ALL SERVICE HEATING AND AIR SAFE HARBOR 401K PLAN, Form 5500 (2024)
Creator: WMB INC DBA ALL SERVICE HEATING AND AIR

Form 5500-SF

FILING_RECEIVED

ALL SERVICE HEATING AND AIR SAFE HARBOR 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$454K

Net assets (EOY)

$454K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WMB INC DBA ALL SERVICE HEATING AND AIR.

Plan sponsor

Name

WMB INC DBA ALL SERVICE HEATING AND AIR

EIN

75-2791252

Address

1410 SUMMIT AVE STE 9 · PLANO, TX · 75064

Phone

(972) 517-7961

Industry

Other Services (ex. Public Admin)see all

Plan administrator