Assets by plan
Share of aggregate retirement assets
58%top
Sponsor portfolio
WOOLDRIDGE HEATING & AIR, INC.
EIN 54-1128340medical devicesLatest filing 2024
Plans
2
Retirement
2
$14.3M assets
Welfare
0
Participants
189
14179 WARDS ROAD - LYNCHBURG, VA 24502434-239-0371wooldridgeheatingandair.comLinkedIn51-200 employeesmedical devices
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $14.3M assets / 189 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
WOOLDRIDGE HEATING & AIR, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$8.3M
Participants110
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
WOOLDRIDGE HEATING & AIR 401(K) PLAN
401k
Assets$6.0M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WOOLDRIDGE HEATING & AIR, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $8.3M | 110 | 2024 | |
| 001 | WOOLDRIDGE HEATING & AIR 401(K) PLAN | 401k | $6.0M | 79 | 2024 |
Retirement plans