How big is CAS HVAC's plan?

CAS HVAC's plan reported $270K in assets and 3 participants for 2025.

Original filing (PDF)20260429113423NAL0005887491001

CAS HVAC

Name: CAS HVAC — CAS HVAC 401(k) Plan, Form 5500 (2025)
Creator: CAS HVAC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CAS HVAC 401(k) Plan

401(k) retirement plan · CAS HVAC's CAS HVAC 401(k) Plan held $270K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$270K

Net assets (EOY)

$270K

People on this filing

IDA NITZ signed CAS HVAC's 2025 Form 5500 as plan administrator.

IDA NITZ — 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

CAS HVAC's EIN is 87-2995417.

EIN 87-2995417

Plan number 001

Plan year 2025

ACK ID 20260429113423NAL0005887491001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for CAS HVAC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

CAS HVAC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAS HVAC.

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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 average account balance (86th percentile).

Plan sponsor

Name

CAS HVAC

EIN

all filings

Address

856 JOHNSON AVE., SUITE 5 · RONKONKOMA, NY · 11779

Phone

(631) 759-4508

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-29

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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