Original filing (PDF)20251006115736NAL0006388176001

INNOVATIVE SERVICES, LLC

Name: INNOVATIVE SERVICES, LLC — COMFORT ZONE HEATING & COOLING 401(K) PLAN, Form 5500 (2024)
Creator: INNOVATIVE SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

COMFORT ZONE HEATING & COOLING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$621K

Net assets (EOY)

$621K

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 INNOVATIVE SERVICES, LLC.

Plan sponsor

Name

INNOVATIVE SERVICES, LLC

EIN

83-1892424

Address

2905 MARIETTA HWY. · CANTON, GA · 30114

Phone

(770) 213-2665

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

2025-10-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Plumbing, Heating, AC Contractors plans

RICHARDS FUEL & HEATING INC

RICHARD'S FUEL & HEATING INC. 401(K) SAVINGS PLAN

$621K · 17 participants

A.J. MONIER & COMPANY, INC.

A.J. MONIER SERVICE CO. UNION 401(K) PLAN

$621K · 47 participants

B & J MECHANICAL, INC.

B & J MECHANICAL, INC. 401(K) PLAN

$621K · 2 participants

LAKERIDGE PLUMBING & MECHANICAL, INC.

LAKERIDGE PLUMBING & MECHANICAL, INC. 401(K) SALARY REDUCTION PLAN

$621K · 4 participants

METOLIUS RIVER PLUMBING, INC

METOLIUS RIVER PLUMBING, INC 401(K)