How big is Hales Heating & Cooling LLC's plan?

Hales Heating & Cooling LLC's plan reported $119K in assets and 22 participants for 2024.

Original filing (PDF)20250728123343NAL0002032273001

Hales Heating & Cooling LLC

Name: Hales Heating & Cooling LLC — Hales 401(k) Plan, Form 5500 (2024)
Creator: Hales Heating & Cooling LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hales 401(k) Plan

401(k) retirement plan · Hales Heating & Cooling LLC's Hales 401(k) Plan held $119K in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$119K

Net assets (EOY)

$119K

People on this filing

Michele BECK signed Hales Heating & Cooling LLC's 2024 Form 5500 as plan administrator.

Michele BECK — 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

Hales Heating & Cooling LLC's EIN is 83-1623020.

EIN 83-1623020

Plan number 001

Plan year 2024

ACK ID 20250728123343NAL0002032273001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hales Heating & Cooling LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hales Heating & Cooling LLC'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 HALES HEATING & COOLING LLC.

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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 (90th percentile).

Plan sponsor

Name

HALES HEATING & COOLING LLC

EIN

all filings

Address

2109 KARA CT · LIBERTY, MO · 64068

Phone

(816) 536-3478

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator