Assets by plan
Share of aggregate retirement assets
Filings through .
Valley Comfort Heating and Air
EIN 27-3285903individual & family servicesLatest filing 2025
Plans
3
Retirement
3
$824K assets
Health & Benefits
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 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
VALLEY COMFORT HEATING AND AIR RETIREMENT PLAN
401(k)
Assets$520K
Participants13
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
VALLEY COMFORT HEATING & AIR, INC. RETIREMENT PLAN
Cash balance
Assets$157K
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
VALLEY COMFORT HEATING & AIR, INC. PROFIT SHARING PLAN
Profit-sharing
Assets$147K
Participants19
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | VALLEY COMFORT HEATING AND AIR RETIREMENT PLAN | 401(k) | $520K | 13 | 2025 |
| #003 | VALLEY COMFORT HEATING & AIR, INC. RETIREMENT PLAN | Cash balance | $157K | 10 | 2025 |
| #002 | VALLEY COMFORT HEATING & AIR, INC. PROFIT SHARING PLAN | Profit-sharing | $147K | 19 | 2025 |
- #001 · 401(k) · 202513
- #003 · Cash balance · 202510
- #002 · Profit-sharing · 202519
Retirement plans