How big is Aquinas HVAC Inc.'s plan?

Aquinas HVAC Inc.'s plan reported $304K in assets and 29 participants for 2024.

Original filing (PDF)20251010110800NAL0012395120001

Aquinas HVAC Inc.

Name: Aquinas HVAC Inc. — Aquinas HVAC Inc. 401(k) Plan, Form 5500 (2024)
Creator: Aquinas HVAC Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aquinas HVAC Inc. 401(k) Plan

Defined-contribution retirement plan · Aquinas HVAC Inc.'s Aquinas HVAC Inc. 401(k) Plan held $304K in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$304K

Net assets (EOY)

$304K

People on this filing

Richard Tatum signed Aquinas HVAC Inc.'s 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Aquinas HVAC Inc.'s EIN is 82-3604914.

EIN 82-3604914

Plan number 001

Plan year 2024

ACK ID 20251010110800NAL0012395120001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Aquinas HVAC Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Aquinas HVAC Inc.'s plan includes ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

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 (92nd percentile).

Plan sponsor

Name

AQUINAS HVAC INC.

EIN

all filings

Address

2273 DE LA CRUZ BOULEVARD · SANTA CLARA, CA · 95131

Phone

(209) 768-1919

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator