How big is Andersen Heating & Cooling, Inc.'s plan?

Andersen Heating & Cooling, Inc.'s plan reported $1.2M in assets and 14 participants for 2024.

Original filing (PDF)20250702083606NAL0019442800001

Andersen Heating & Cooling, Inc.

Name: Andersen Heating & Cooling, Inc. — Andersen Heating, Form 5500 (2024)
Creator: Andersen Heating & Cooling, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Andersen Heating & Cooling, Inc. 401(k) Retirement Plan

401(k) retirement plan · Andersen Heating & Cooling, Inc.'s Andersen Heating & Cooling, Inc. 401(k) Retirement Plan held $1.2M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Carrie Ivester signed Andersen Heating & Cooling, Inc.'s 2024 Form 5500 as plan administrator.

Carrie Ivester — 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

Andersen Heating & Cooling, Inc.'s EIN is 84-3004955.

EIN 84-3004955

Plan number 001

Plan year 2024

ACK ID 20250702083606NAL0019442800001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Andersen Heating & Cooling, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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

ANDERSEN HEATING & COOLING, INC.

EIN

all filings

Address

P.O BOX 481906 · 9800 TWIN LAKES PARKWAY, STE C · CHARLOTTE, NC · 28269

Phone

(704) 596-2525

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator