Original filing (PDF)20250412220430NAL0015576419026

REF EXPERTS AND HVAC LLC

Name: REF EXPERTS AND HVAC LLC — REF EXPERTS AND HVAC 401(K) PLAN, Form 5500 (2024)
Creator: REF EXPERTS AND HVAC LLC

Form 5500-SF

FILING_RECEIVED

REF EXPERTS AND HVAC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$231K

Net assets (EOY)

$231K

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 (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for REF EXPERTS AND HVAC LLC.

Plan sponsor

Name

REF EXPERTS AND HVAC LLC

EIN

82-0968579all filings

Address

3838 OAK LAWN AVE · SUITE 1000 · DALLAS, TX · 75219

Phone

(682) 999-4717

Industry