Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VICCARONE HEATING & AIR CONDITIONING
EIN 31-1509548individual & family servicesLatest filing 2024
Plans
3
Retirement
3
$6.7M assets
Welfare
0
Participants
209
14170 FOLTZ PARKWAY - STRONGSVILLE, OH 44149440-748-6100LinkedIn11-50 employeesindividual & family services
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $6.7M assets / 209 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
VICCARONE HEATING & AIR CONDITIONING INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$3.8M
Participants98
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
VICCARONE HEATING & AIR CONDITIONING, INC. CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$2.5M
Participants43
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
VICCARONE HEATING & AIR CONDITIONING INC. PROFIT SHARING PLAN AND TRUST
ProfitSharing
Assets$331K
Participants68
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 | VICCARONE HEATING & AIR CONDITIONING INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $3.8M | 98 | 2024 | |
| 003 | VICCARONE HEATING & AIR CONDITIONING, INC. CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $2.5M | 43 | 2024 | |
| 002 | VICCARONE HEATING & AIR CONDITIONING INC. PROFIT SHARING PLAN AND TRUST | ProfitSharing | $331K | 68 | 2024 |
Retirement plans