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Sponsor portfolio

ACT HEATING AND PLUMBING

EIN 11-3261175-Construction-Latest filing 2024
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
22
84 EVERGREEN AVENUE - BETHPAGE, NY 11714516-510-1220
Plans on this EIN
2 filings
#001TraditionalDB-$4.3M - 9 part#002ProfitSharing-$698K - 13 part

Retirement portfolio analytics

2 plans aggregated / $5.0M assets / 22 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • DEFINED BENEFIT PLAN (#001)86%
  • PROFIT SHARING PLAN (#002)14%
Total $5.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)13
  • DEFINED BENEFIT PLAN (#001)9
Total 22Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ACT HEATING AND PLUMBING DEFINED BENEFIT PLAN

TraditionalDB

Assets$4.3M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ACT HEATING AND PLUMBING PROFIT SHARING PLAN

ProfitSharing

Assets$698K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ACT HEATING AND PLUMBING DEFINED BENEFIT PLANTraditionalDB$4.3M92024
002ACT HEATING AND PLUMBING PROFIT SHARING PLANProfitSharing$698K132024
Retirement plans
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