Original filing (PDF)20250304102518NAL0013737810001

WARD'S MECHANICAL, INC. D/B/A WARDS PLUMBING & HEATING

Name: WARD'S MECHANICAL, INC. D/B/A WARDS PLUMBING & HEATING — WARDS PLUMBING & HEATING 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: WARD'S MECHANICAL, INC. D/B/A WARDS PLUMBING & HEATING

Form 5500-SF

FILING_RECEIVED

WARDS PLUMBING & HEATING 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$406K

Net assets (EOY)

$406K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WARD'S MECHANICAL, INC. D/B/A WARDS PLUMBING & HEATING.

Plan sponsor

Name

WARD'S MECHANICAL, INC. D/B/A WARDS PLUMBING & HEATING

EIN

82-2686140

Address

438-1 MAD RIVER PARK · WAITSFIELD, VT · 05673

Phone

(802) 496-6022

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-04

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Plumbing, Heating, AC Contractors plans

SEAN MCCUTCHEONS AIR CONDITIONING AND HEATING, INC.

SEAN MCCUTCHEON'S AIR CONDITIONING & HEATING, INC. 401 (K) PROFIT SHARING PLAN

$406K · 22 participants

E & V ENERGY CORP., INCORPORATED

YOURWAY HRA BENEFIT PLAN OF E&V ENERGY CORP.

$406K · 130 participants

GREENFIELD PLUMBING AND HEATING, LLC

GREENFIELD PLUMBING AND HEATING, LLC 401(K) PLAN

$406K · 2 participants

HEATERMAN VP HEATING & AIR CONDITIONING, LLC

HEATERMAN VP HEATING & AIR CONDITIONING, LLC 401(K) PLAN

$406K · 7 participants