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  2. KENNEDY MECHANICAL PLUMBING & HEATING, INC.
Sponsor portfolioTH

KENNEDY MECHANICAL PLUMBING & HEATING, INC.

EIN 16-1385946-individual & family services-Latest filing 2024
Plans
2
Retirement
2
$15.0M assets
Welfare
0
Participants
407
11 COMFORT STREET - ROCHESTER, NY 14620585-232-2800LinkedIn201-500 employeesindividual & family services
Plans on this EIN
2 filings
#001401k-$14.6M - 384 part#002MoneyPurchase-$380K - 23 part

Retirement portfolio analytics

2 plans aggregated / $15.0M assets / 407 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • HEATING, INC.401(K) Savings (#001)97%
  • HEATING, INC. PENSION (#002)3%
Total $15.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
97%top
  • BENEFITS MANAGEMENT, INC.97%
  • (Not disclosed)3%
Total $15.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HEATING, INC.401(K) Savings (#001)384
  • HEATING, INC. PENSION (#002)23
Total 407Click 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

KENNEDY MECHANICAL PLUMBING & HEATING, INC.401(K) SAVINGS PLAN

401k

Assets$14.6M
Participants384
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KENNEDY MECHANICAL PLUMBING & HEATING, INC. PENSION PLAN

MoneyPurchase

Assets$380K
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001KENNEDY MECHANICAL PLUMBING & HEATING, INC.401(K) SAVINGS PLAN401k$14.6M3842024
002KENNEDY MECHANICAL PLUMBING & HEATING, INC. PENSION PLANMoneyPurchase$380K232024
Retirement plans
Welfare plans
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