Heat and Control 401(k) match, vesting and fees
What Heat and Control's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | John Hancock | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,612 defined-contribution plans in manufacturing with 500 to 999 participants.
| Heat and Control: employer contribution per participant | $2,043 | |
| Peer median | $2,038 |
| Heat and Control: average balance | $176,809 | |
| Peer median | $72,907 |
| Heat and Control: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.20% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $90.6M at the end of plan year 2021 to $106M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 865 | $106M | $1.2M | $2,043 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 812 | $92.8M | $1.4M | $2,561 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 749 | $80.2M | $1.2M | $2,309 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 642 | $90.6M | $1.1M | $2,159 | 0.02% | Not published | Form 5500 ↗ |
Other Heat and Control plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Pension Plan for the Employees of Heat and Control, Inc.
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Heat and Control match 401(k) contributions?
The match terms for the Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $1.2M in employer contributions, about $2,043 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Heat and Control 401(k) match vested?
The vesting schedule for the Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Heat and Control 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock. The plan administrator is Heat and Control, Inc..
I left Heat and Control. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Heat and Control, Inc., (510) 259-0500) or the recordkeeper, John Hancock. The Heat and Control old 401(k) page lists the contacts from every plan filing. Find an old Heat and Control 401(k)
Data from the public Form 5500 annual reports Heat and Control filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Heat and Control. Not financial advice. Report a correction · Methodology