Isaac Heating & Air Conditioning, Inc. 401(k) Plan: Login, Facts & Contact Information
Isaac Heating & Air Conditioning, Inc. 401(k) Login
203 former Isaac Heating & Air Conditioning, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2023 filing.
Isaac Heating & Air Conditioning, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2023 (Jan 1, 2023 – Dec 31, 2023), filed Sep 18, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2023
- $3.60 million went into the plan in contributions, $220,723 of it from the employer (6%).
- $2.41 million was paid out to participants.
- Investment and other income added $3.76 million.
- Administrative expenses were $51,159, about $73 per account.
How the Isaac Heating & Air Conditioning, Inc. 401(k) changed, 2018–2023
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2018 | 466 | $17.7 million | $250,000 | $739,985 |
| 2019 | 412 | $17.2 million | $275,000 | $1.72 million |
| 2020 | 583 | $24.7 million | $312,617 | $859,853 |
| 2021 | 541 | $23.8 million | $360,000 | $1.63 million |
| 2022 | 566 | $23.6 million | $300,000 | $1.18 million |
| 2023 | 645 | $28.5 million | $220,723 | $2.41 million |
Isaac Heating & Air Conditioning, Inc. 401(k) Contact Information
Questions about the Isaac Heating & Air Conditioning, Inc. 401(k)
Does Isaac Heating & Air Conditioning, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2023 the employer contributed $220,723, 6% of all contributions.
Does the Isaac Heating & Air Conditioning, Inc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Isaac Heating & Air Conditioning, Inc 401(k) plan?
645 participants at the start of plan year 2023, 512 of them active employees, and 203 former employees who still had money in the plan.
What is the average 401(k) balance at Isaac Heating & Air Conditioning, Inc?
About $40,587 per account: $28.5 million in plan assets across 701 accounts with a balance at the end of plan year 2023.
Who manages the Isaac Heating & Air Conditioning, Inc 401(k) accounts?
SAGE RUTTY & CO., INC. is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Isaac Heating & Air Conditioning, Inc. How do I access my 401(k)?
Your account stays with SAGE RUTTY & CO., INC. 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.