How big is Forward Heating and Cooling's plan?

Forward Heating and Cooling's plan reported $221K in assets and 11 participants for 2025.

Original filing (PDF)20260501221314NAL0002242432038

Forward Heating and Cooling

Name: Forward Heating and Cooling — Forward Heating and, Form 5500 (2025)
Creator: Forward Heating and Cooling
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forward Heating and Cooling 401(k) Plan

401(k) retirement plan · Forward Heating and Cooling's Forward Heating and Cooling 401(k) Plan held $221K in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$221K

Net assets (EOY)

$221K

Plan identifiers

Forward Heating and Cooling's EIN is 82-3147752.

EIN 82-3147752

Plan number 001

Plan year 2025

ACK ID 20260501221314NAL0002242432038

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Forward Heating and Cooling from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Forward Heating and Cooling's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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