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  2. BALANCED HVAC INC.
Sponsor portfolio

BALANCED HVAC INC.

EIN 20-8144734-Construction-Latest filing 2024
Plans
2
Retirement
2
$928K assets
Welfare
0
Participants
17
15 JAN SEBASTIAN DR - SANDWICH, MA 02563508-428-0974
Plans on this EIN
2 filings
#002CashBalance-$805K - 8 part#003401k-$123K - 9 part

Retirement portfolio analytics

2 plans aggregated / $928K assets / 17 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • CASH BALANCE PLAN (#002)87%
  • BALANCED HVAC 401(K) (#003)13%
Total $928KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BALANCED HVAC 401(K) (#003)9
  • CASH BALANCE PLAN (#002)8
Total 17Click 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#002

BALANCED HVAC CASH BALANCE PLAN

CashBalance

Assets$805K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

BALANCED HVAC 401(K) PLAN

401k

Assets$123K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BALANCED HVAC CASH BALANCE PLANCashBalance$805K82024
003BALANCED HVAC 401(K) PLAN401k$123K92024
Retirement plans
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