Original filing (PDF)20250717155828NAL0000313651001

EXPERTS HEATING & COOLING INC

Name: EXPERTS HEATING & COOLING INC — EXPERTS HEATING 401(K) PLAN, Form 5500 (2024)
Creator: EXPERTS HEATING & COOLING INC

Form 5500-SF

FILING_RECEIVED

EXPERTS HEATING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$38K

Net assets (EOY)

$38K

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EXPERTS HEATING & COOLING INC.

Plan sponsor

Name

EXPERTS HEATING & COOLING INC

EIN

81-4360089all filings

Address

82 HAJEK RD · WASHOUGAL, WA · 98671

Phone

(360) 335-1699

Industry