How big is Wallace's Heating and Cooling LLC's plan?

Wallace's Heating and Cooling LLC's plan reported $2K in assets and 7 participants for 2025.

Original filing (PDF)20260424220901NAL0006174801094

Wallace's Heating and Cooling LLC

Name: Wallace's Heating and Cooling LLC — Wallace's, Form 5500 (2025)
Creator: Wallace's Heating and Cooling LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wallace's Heating and Cooling LLC 401(k) Plan

401(k) retirement plan · Wallace's Heating and Cooling LLC's Wallace's Heating and Cooling LLC 401(k) Plan held $2K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

Plan identifiers

Wallace's Heating and Cooling LLC's EIN is 86-3363741.

EIN 86-3363741

Plan number 001

Plan year 2025

ACK ID 20260424220901NAL0006174801094

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wallace's Heating and Cooling LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wallace's Heating and Cooling LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WALLACE'S HEATING AND 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