How big is Heaterman VP Heating & Air Conditioning, LLC's plan?

Heaterman VP Heating & Air Conditioning, LLC's plan reported $406K in assets and 7 participants for 2024.

Original filing (PDF)20250417100452NAL0001936930001

Heaterman VP Heating & Air Conditioning, LLC

Name: Heaterman VP Heating & Air Conditioning, LLC — Form 5500 Plan 001 (2024)
Creator: Heaterman VP Heating & Air Conditioning, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heaterman VP Heating & Air Conditioning, LLC 401(k) Plan

401(k) retirement plan · Heaterman VP Heating & Air Conditioning, LLC's Heaterman VP Heating & Air Conditioning, LLC 401(k) Plan held $406K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$406K

Net assets (EOY)

$406K

People on this filing

Denise Rodriguez signed Heaterman VP Heating & Air Conditioning, LLC's 2024 Form 5500 as plan administrator.

Denise Rodriguez — 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

Heaterman VP Heating & Air Conditioning, LLC's EIN is 99-4764581.

EIN 99-4764581

Plan number 001

Plan year 2024

ACK ID 20250417100452NAL0001936930001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heaterman VP Heating & Air Conditioning, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Heaterman VP Heating & Air Conditioning, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEATERMAN VP HEATING & AIR CONDITIONING, 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