Assets by plan
Share of aggregate retirement assets
Filings through .
Ouellette Plumbing & Heating
EIN 03-0217292individual & family servicesLatest filing 2025
Plans
2
Retirement
2
$583K assets
Health & Benefits
0
Participants
8
47 GAUTHIER DRIVE SUITE 20 - ESSEX JCT, VT 05485802-878-6004ouelletteplumbing.comLinkedIn1-10 employeesindividual & family services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $583K assets / 8 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
OUELLETTE PLUMBING & HEATING MONEY ACCUMULATION PLAN
Money purchase
Assets$331K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
OUELLETTE PLUMBING & HEATING PROFIT SHARING PLAN
Profit-sharing
Assets$252K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | OUELLETTE PLUMBING & HEATING MONEY ACCUMULATION PLAN | Money purchase | $331K | 4 | 2025 |
| #001 | OUELLETTE PLUMBING & HEATING PROFIT SHARING PLAN | Profit-sharing | $252K | 4 | 2025 |
- #002 · Money purchase · 20254
- #001 · Profit-sharing · 20254
Retirement plans