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PHILIS CONSTRUCTION COMPANY, INC — PYRAMID HEATING & COOLING 401(K) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250829183045NAL0006301059001
PHILIS CONSTRUCTION COMPANY, INC
Form 5500-SF
FILING_RECEIVED
PYRAMID HEATING & COOLING 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
34
Accounts w/ balance
62
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PHILIS CONSTRUCTION COMPANY, INC
.
Find decision makers
Plan sponsor
Name
PHILIS CONSTRUCTION COMPANY, INC
EIN
93-1267235
Address
9409 NE COLFAX ST · PORTLAND, OR · 97220
Phone
(503) 956-0586
Industry
Plumbing, Heating, AC Contractors
· Construction
see 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
2025-08-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
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BOLTON CONSTRUCTION AND SERVICE OF WNC, INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
BOLTON CONSTRUCTION AND SERVICE OF WNC, INC. 401(K) PLAN
$1.7M · 55 participants
WELLER'S PLUMBING & HEATING
WELLER'S PLUMBING & HEATING, INC. 401(K) PROFIT SHARING PLAN
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