Assets by plan
Share of aggregate retirement assets
95%top
Sponsor portfolio
BULLARDS HEATING & AIR INC.
EIN 27-1518136ConstructionLatest filing 2024
Plans
2
Retirement
2
$724K assets
Welfare
0
Participants
9
1255 22ND STREET, SUITE D - SAN FRANCISCO, CA 94107415-621-1987
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $724K assets / 9 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
BULLARD'S HEATING & AIR DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$685K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
BULLARD'S HEATING & AIR 401(K) PLAN & TRUST
ProfitSharing
Assets$40K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BULLARD'S HEATING & AIR DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $685K | 4 | 2024 | |
| 001 | BULLARD'S HEATING & AIR 401(K) PLAN & TRUST | ProfitSharing | $40K | 5 | 2024 |
Retirement plans