How big is Dalicandro & Sons HVAC Inc.'s plan?

Dalicandro & Sons HVAC Inc.'s plan reported $68K in assets and 5 participants for 2024.

Original filing (PDF)20250717154219NAL0000572465001

Dalicandro & Sons HVAC Inc.

Name: Dalicandro & Sons HVAC Inc. — Dalicandro & Sons HVAC, Form 5500 (2024)
Creator: Dalicandro & Sons HVAC Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dalicandro & Sons HVAC Inc. 401(k) Plan

401(k) retirement plan · Dalicandro & Sons HVAC Inc.'s Dalicandro & Sons HVAC Inc. 401(k) Plan held $68K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$68K

Net assets (EOY)

$68K

People on this filing

Marcus Bowie signed Dalicandro & Sons HVAC Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Dalicandro & Sons HVAC Inc.'s EIN is 87-1827182.

EIN 87-1827182

Plan number 001

Plan year 2024

ACK ID 20250717154219NAL0000572465001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dalicandro & Sons HVAC Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dalicandro & Sons HVAC Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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 (85th percentile).

Plan sponsor

Name

DALICANDRO & SONS HVAC INC.

EIN

all filings

Address

90 HOPEDALE STREET · HOPEDALE, MA · 01747

Phone

(781) 835-5107

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator