P 401(k) Plan Report

Stable plan record

HERITAGE MECHANICAL, LLC 401(K) PLAN

Sponsored by HERITAGE MECHANICAL, LLC · EIN/PN 454717796-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$3,171
Administrative cost per participant
2025
$575
Active participants
2025
7
Total plan assets
2025
$727,203
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260602094040NAL00006641630017$3,171
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.