Original filing (PDF)20250703102148NAL0000253011001

HENDRIX HEATING & AIR CONDITIONING, LTD.

Name: HENDRIX HEATING & AIR CONDITIONING, LTD. — HENDRIX HEATING & AIR CONDITIONING, LTD. 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: HENDRIX HEATING & AIR CONDITIONING, LTD.

Form 5500-SF

FILING_RECEIVED

HENDRIX HEATING & AIR CONDITIONING, LTD. 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HENDRIX HEATING & AIR CONDITIONING, LTD..

Plan sponsor

Name

HENDRIX HEATING & AIR CONDITIONING, LTD.

EIN

93-1128564

Address

33551 EAGLE RD. · TANGENT, OR · 97389

Phone

(541) 753-6760

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-03

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2A · Age/service weighted or new comparability

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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