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
19
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEART HEATING & COOLING, LLC.
Plan sponsor
Name
HEART HEATING & COOLING, LLC
EIN
84-3150326
Address
7801 W COLFAX AVE · LAKEWOOD, CO · 80214
Phone
(720) 372-2211
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-09-19
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2F · ERISA section 404(c)
2A · Age/service weighted or new comparability
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Plumbing, Heating, AC Contractors plans
