Pharo Heating Company, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Pharo Heating Company, INC.
  • Sponsor EIN: 391628675
  • Sponsor Address: 5341 W RIVER RD, WAUNAKEE, WI, 535979529
  • Plan Type: 401(k)
  • Total Participants: 36
  • Total Assets: $3.9M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202536$3.9M$69,826$134,683
202436$3.9M$69,826$134,683
202325$3.4M$71,368$121,981
202226$3.1M$70,641$119,508

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