Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEVE PATRICK AIR CONDITIONING & REFRIGERATION, INC.
EIN 27-0089649individual & family servicesLatest filing 2025
Plans
2
Retirement
2
$5.2M assets
Welfare
0
Participants
44
2561 N. PURDUE - FRESNO, CA 93726559-224-1729fresnoclovisacrepair.comLinkedIn11-50 employeesindividual & family services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.2M assets / 44 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
STEVE PATRICK AIR CONDITIONING & REFRIGERATION, INC. CASH BALANCE PLAN
CashBalance
Assets$2.7M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
STEVE PATRICK AIR CONDITIONING & REFRIGERATION, INC. 401(K) PLAN
401k
Assets$2.6M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | STEVE PATRICK AIR CONDITIONING & REFRIGERATION, INC. CASH BALANCE PLAN | CashBalance | $2.7M | 19 | 2025 | |
| 001 | STEVE PATRICK AIR CONDITIONING & REFRIGERATION, INC. 401(K) PLAN | 401k | $2.6M | 25 | 2025 |
Retirement plans