How big is Heart Heating & Cooling, LLC's plan?

Heart Heating & Cooling, LLC's plan reported $207K in assets and 67 participants for 2023.

Original filing (PDF)20240919171424NAL0008717120001

Heart Heating & Cooling, LLC

Name: Heart Heating & Cooling, LLC — The Heart 401(k) Plan, Form 5500 (2023)
Creator: Heart Heating & Cooling, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Heart 401(k) Plan

401(k) retirement plan · Heart Heating & Cooling, LLC's The Heart 401(k) Plan held $207K in plan assets for 67 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$207K

Net assets (EOY)

$207K

People on this filing

Michael Vanderford signed Heart Heating & Cooling, LLC's 2023 Form 5500 as plan administrator.

Michael Vanderford — 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

Heart Heating & Cooling, LLC's EIN is 84-3150326.

EIN 84-3150326

Plan number 001

Plan year 2023

ACK ID 20240919171424NAL0008717120001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Heart Heating & Cooling, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Heart Heating & Cooling, LLC's plan includes a 401(k) feature, profit-sharing, 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 HEART HEATING & COOLING, LLC.

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Plan health score

Above-average plan

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

Knocking points off