Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VALLEY COMFORT HEATING AND AIR
EIN 27-3285903individual & family servicesLatest filing 2025
Plans
3
Retirement
3
$824K assets
Welfare
0
Participants
42
1813 FERDINAND COURT - SANTA ROSA, CA 95404707-800-6287valleycomfortheatingandair.comLinkedIn11-50 employeesindividual & family services
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $824K assets / 42 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#001
VALLEY COMFORT HEATING AND AIR RETIREMENT PLAN
401k
Assets$520K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
VALLEY COMFORT HEATING & AIR, INC. RETIREMENT PLAN
CashBalance
Assets$157K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
VALLEY COMFORT HEATING & AIR, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$147K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VALLEY COMFORT HEATING AND AIR RETIREMENT PLAN | 401k | $520K | 13 | 2025 | |
| 003 | VALLEY COMFORT HEATING & AIR, INC. RETIREMENT PLAN | CashBalance | $157K | 10 | 2025 | |
| 002 | VALLEY COMFORT HEATING & AIR, INC. PROFIT SHARING PLAN | ProfitSharing | $147K | 19 | 2025 |
Retirement plans