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Original filing (PDF)20260204174113NAL0003813169001
AMERICAN HEATING, INC.
Form 5500
FILING_RECEIVED
AMERICAN HEATING, INC. 401(K) PLAN
401(k) retirement plan
Active participants
204
Accounts w/ balance
189
Plan assets (EOY)
$22.1M
Net assets (EOY)
$22.1M
How this plan invests
This plan
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN HEATING, INC..
Plan sponsor
Name
AMERICAN HEATING, INC.
EIN
93-0674300
Address
5035 SE 24TH AVENUE · PORTLAND, OR · 97202
Phone
(503) 239-4600
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-10-01
Tax period
2025-09-30
Filed
2026-02-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MAGINNIS & CAREY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | RECORDKEEPER | $35K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MULTNOMAH GROUP INC. | 20-0361079 | — | INVESTMENT ADVISOR | $17K | — |
Investments
18 direct securities· $21.8M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Target T. Rowe Price Target 2045 a | — | — | — | $2.6M | 11.9% | |
| T. Rowe Price Target T. Rowe Price Target 2030 a | — | — | — | $2.6M | 11.7% | |
| T. Rowe Price Target T. Rowe Price Target 2035 a | — | — | — | $2.3M | 10.4% | |
| T. Rowe Price Target T. Rowe Price Target 2025 a | — | — | — | $1.8M | 8.1% | |
| T. Rowe Price Target T. Rowe Price Target 2040 a | — | — | — | $1.8M | 7.9% | |
| Fidelity 500 Index a | — | — | — | $1.7M | 7.8% | |
| T. Rowe Price Target T. Rowe Price Target 2050 a | — | — | — | $1.6M | 7.2% | |
| JP Morgan JP Morgan Large Cap Growth a | — | — | — | $1.3M | 5.7% | |
| Fidelity Mid Cap Index a | — | — | — | $856K | 3.9% | |
| Fixed Annuity Fund * Empower Investments EI Fixed Account - Series Class III a | — | — | — | $793K | 3.6% | |
| Fidelity Small Cap Index a | — | — | — | $791K | 3.6% | |
| T. Rowe Price Target T. Rowe Price Target 2055 a | — | — | — | $765K | 3.5% | |
| Fidelity Total International Index a | — | — | — | $628K | 2.8% | |
| T. Rowe Price Target T. Rowe Price Target 2060 a | — | — | — | $595K | 2.7% | |
| similar partv maturity date, rate of interest. collateral. par, or maturity value Cost Value Mutual Funds T. Rowe Price Target T. Rowe Price Target 2020 a | — | — | — | $587K | 2.7% | |
| Fidelity Advisor Investment a | — | — | — | $584K | 2.6% | |
| Vanguard Windsor II a | — | — | — | $454K | 2.1% | |
| T. Rowe Price Target T. Rowe Price Target 2065 a | — | — | — | $112K | 0.5% |
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