Original filing (PDF)20250718105328NAL0001571105001

LUKES HEATING AND AIR CONDITIONING

Name: LUKES HEATING AND AIR CONDITIONING — LUKE'S HEATING & AIR CONDITIONING 401(K) PLAN, Form 5500 (2024)
Creator: LUKES HEATING AND AIR CONDITIONING

Form 5500-SF

FILING_RECEIVED

LUKE'S HEATING & AIR CONDITIONING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LUKES HEATING AND AIR CONDITIONING.

Plan sponsor

Name

LUKES HEATING AND AIR CONDITIONING

EIN

85-1870774all filings

Address

5217 HOMESTEAD DR · TAYLOR MILL, KY · 41015

Phone

(859) 640-6950

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator