Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PROJECT HEATING & COOLING CO.
EIN 61-0650665computer softwareLatest filing 2025
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
173
P.O. BOX 43669, 515 N. ENGLISH STATION ROAD - LOUISVILLE, KY 402530669502-245-6683projecthvac.comLinkedIn11-50 employeescomputer software
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 173 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
PROJECT HEATING & COOLING CO. 401(K) PROFIT SHARING PLAN
401k
Assets$2.8M
Participants99
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PROJECT HEATING & COOLING CO. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$1.5M
Participants74
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PROJECT HEATING & COOLING CO. 401(K) PROFIT SHARING PLAN | 401k | $2.8M | 99 | 2025 | |
| 002 | PROJECT HEATING & COOLING CO. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.5M | 74 | 2025 |
Retirement plans