Plan Snapshot
- Plan Sponsor: Beverly Heating And Cooling, INC.
- Sponsor EIN: 251624071
- Sponsor Address: 3044 INDUSTRIAL BOULEVARD, BETHEL PARK, PA, 151022538
- Plan Type: 401(k)
- Total Participants: 57
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2024 | 57 | $3.4M | $18,730 | $145,238 |
| 2023 | 61 | $2.9M | $19,696 | $147,723 |
| 2022 | 65 | $2.3M | $57,889 | $149,942 |