How big is Smith's Heating & Cooling LLC's plan?

Smith's Heating & Cooling LLC's plan reported $236K in assets and 13 participants for 2025.

Original filing (PDF)20260424221124NAL0006477905095

Smith's Heating & Cooling LLC

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

Form 5500-SF

FILING_RECEIVED

Smith's Heating & Cooling 401(k) Plan

401(k) retirement plan · Smith's Heating & Cooling LLC's Smith's Heating & Cooling 401(k) Plan held $236K in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$236K

Net assets (EOY)

$236K

Plan identifiers

Smith's Heating & Cooling LLC's EIN is 87-3792517.

EIN 87-3792517

Plan number 001

Plan year 2025

ACK ID 20260424221124NAL0006477905095

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Smith's Heating & 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 SMITH'S HEATING & COOLING LLC.

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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