Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
OUELLETTE PLUMBING & HEATING
EIN 03-0217292individual & family servicesLatest filing 2025
Plans
2
Retirement
2
$583K assets
Welfare
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 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
OUELLETTE PLUMBING & HEATING MONEY ACCUMULATION PLAN
MoneyPurchase
Assets$331K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
OUELLETTE PLUMBING & HEATING PROFIT SHARING PLAN
ProfitSharing
Assets$252K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | OUELLETTE PLUMBING & HEATING MONEY ACCUMULATION PLAN | MoneyPurchase | $331K | 4 | 2025 | |
| 001 | OUELLETTE PLUMBING & HEATING PROFIT SHARING PLAN | ProfitSharing | $252K | 4 | 2025 |
Retirement plans