Assets by plan
Share of aggregate retirement assets
70%top
Sponsor portfolio
COE HEATING & AIR CONDITIONING, INC
EIN 35-1074923individual & family servicesLatest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
46
9410 AIRPORT DRIVE - FORT WAYNE, IN 46809260-744-4343coeheating.comLinkedIn11-50 employeesindividual & family services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 46 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
COE HEATING & AIR CONDITIONING, INC. 401(K) PLAN & TRUST
401k
Assets$1.7M
Participants24
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
COE HEATING & AIR CONDITIONING CASH BALANCE PLAN
CashBalance
Assets$737K
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COE HEATING & AIR CONDITIONING, INC. 401(K) PLAN & TRUST | 401k | $1.7M | 24 | 2025 | |
| 002 | COE HEATING & AIR CONDITIONING CASH BALANCE PLAN | CashBalance | $737K | 22 | 2025 |
Retirement plans