Bruce Heating & Air Conditioning, I 401(k) Plan: Login, Facts & Contact Information

Bruce Heating & Air Conditioning, I 401(k) Plan Facts

Plan name
BRUCE HEATING & AIR CONDITIONING, INC.
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BRUCE HEATING & AIR CONDITIONING, I
Participants
232 (197 active employees)
Plan assets
$5,401,990 at Oct 31, 2025
Average account balance
$63,553 across 85 accounts
Employer contributions
$175,000 in plan year 2024 (29% of all contributions)
Plan year
Nov 1, 2024 – Oct 31, 2025
Plan established
Nov 1, 2006
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500-SF for plan year 2024 (Nov 1, 2024 – Oct 31, 2025), filed Aug 11, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $612,140 went into the plan in contributions, $175,000 of it from the employer (29%).
  • $161,827 was paid out to participants.
  • Investment and other income added $790,467.

How the Bruce Heating & Air Conditioning, I 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019176$2.13 million$50,000$92,195
2020189$2.94 million$220,000$325,025
2021170$2.82 million$164,503$56,736
2022176$3.19 million$110,010$324,196
2023204$4.20 million$203,942$399,812
2024232$5.40 million$175,000$161,827

Bruce Heating & Air Conditioning, I 401(k) Contact Information

Phone
541-567-6813
Mailing address
80385 N. HIGHWAY 395, HERMISTON OR 97838
Plan sponsor
BRUCE HEATING & AIR CONDITIONING, I
Employer identification number (EIN)
72-1537632
Plan number
001

Questions about the Bruce Heating & Air Conditioning, I 401(k)

Does Bruce Heating & Air Conditioning, I contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $175,000, 29% of all contributions.

Does the Bruce Heating & Air Conditioning, I 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Bruce Heating & Air Conditioning, I 401(k) plan?

232 participants at the start of plan year 2024, 197 of them active employees.

What is the average 401(k) balance at Bruce Heating & Air Conditioning, I?

About $63,553 per account: $5.40 million in plan assets across 85 accounts with a balance at the end of plan year 2024.

Who manages the Bruce Heating & Air Conditioning, I 401(k) accounts?

The Standard is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Bruce Heating & Air Conditioning, I. How do I access my 401(k)?

Your account stays with The Standard after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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