How big is Stuarts Heating and Air Conditioning's plan?

Stuarts Heating and Air Conditioning's plan reported $186K in assets and 11 participants for 2025.

Original filing (PDF)20260423220629NAL0011035714026

Stuarts Heating and Air Conditioning

Name: Stuarts Heating and Air Conditioning — Stuarts, Form 5500 (2025)
Creator: Stuarts Heating and Air Conditioning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stuarts Heating and Air Conditioning 401(k) Plan

401(k) retirement plan · Stuarts Heating and Air Conditioning's Stuarts Heating and Air Conditioning 401(k) Plan held $186K in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$186K

Net assets (EOY)

$186K

Plan identifiers

Stuarts Heating and Air Conditioning's EIN is 75-3118899.

EIN 75-3118899

Plan number 001

Plan year 2025

ACK ID 20260423220629NAL0011035714026

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Stuarts Heating and Air Conditioning from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Stuarts Heating and Air Conditioning's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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