Original filing (PDF)20240720130853NAL0012921024001

HEAT & TREAT OF SOUTH TEXAS L

Name: HEAT & TREAT OF SOUTH TEXAS L — HEAT & TREAT OF SOUTH TEXAS L- 401K PLAN, Form 5500 (2023)
Creator: HEAT & TREAT OF SOUTH TEXAS L

Form 5500-SF

FILING_RECEIVED

HEAT & TREAT OF SOUTH TEXAS L- 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$68K

Net assets (EOY)

$68K

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEAT & TREAT OF SOUTH TEXAS L.

Plan sponsor

Name

HEAT & TREAT OF SOUTH TEXAS L

EIN

75-3125162

Address

116 COMMERCIAL PLACE · SCHERTZ, TX · 78154

Phone

(210) 414-9331

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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