· 2022–2024 · DOL EFAST2

KOZY HEATING AND AIR CONDITIONIN — KOZY HEATING AND AIR CONDITIONING 401(K) PLAN, Form 5500 (2024)

Original filing (PDF)20250529083033NAL0007165873001

KOZY HEATING AND AIR CONDITIONIN

Form 5500-SF

FILING_RECEIVED

KOZY HEATING AND AIR CONDITIONING 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

7

Accounts w/ balance

3

Plan assets (EOY)

$395K

Net assets (EOY)

$395K

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

64

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

KOZY HEATING AND AIR CONDITIONIN

EIN

82-3613461all filings

Address

44 S LEWIS STREET · AUBURN, NY · 13021

Phone

(315) 730-8690

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

2025-05-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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