How big is Cape COD Heat Pumps LLC's plan?

Cape COD Heat Pumps LLC's plan reported $533K in assets and 22 participants for 2025.

Original filing (PDF)20260512093331NAL0008041072001

Cape COD Heat Pumps LLC

Name: Cape COD Heat Pumps LLC — Cape COD Heat Pumps LLC, Form 5500 (2025)
Creator: Cape COD Heat Pumps LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cape COD Heat Pumps LLC 401(k) P/S Plan

401(k) retirement plan · Cape COD Heat Pumps LLC's Cape COD Heat Pumps LLC 401(k) P/S Plan held $533K in plan assets for 22 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$533K

Net assets (EOY)

$533K

People on this filing

Chawnna Ballard signed Cape COD Heat Pumps LLC's 2025 Form 5500 as plan administrator.

Chawnna Ballard — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cape COD Heat Pumps LLC's EIN is 81-1690703.

EIN 81-1690703

Plan number 001

Plan year 2025

ACK ID 20260512093331NAL0008041072001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Cape COD Heat Pumps LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Cape COD Heat Pumps LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPE COD HEAT PUMPS LLC.

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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

Helping the score