Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALLIED HEATING & AIR CONDITIONING COMPANY, INC.
EIN 68-0012119ConstructionLatest filing 2025
Plans
2
Retirement
2
$9.3M assets
Welfare
0
Participants
40
12 DELUCA PLACE - SAN RAFAEL, CA 94901415-459-5232
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.3M assets / 40 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
ALLIED HEATING & AIR CONDITIONING CO., INC. 401(K) & PROFIT SHARING PLAN
401k
Assets$5.0M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ALLIED HEATING & AIR CONDITIONING CO., INC. MONEY PURCHASE PENSION PLAN
MoneyPurchase
Assets$4.4M
Participants20
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 | ALLIED HEATING & AIR CONDITIONING CO., INC. 401(K) & PROFIT SHARING PLAN | 401k | $5.0M | 20 | 2025 | |
| 002 | ALLIED HEATING & AIR CONDITIONING CO., INC. MONEY PURCHASE PENSION PLAN | MoneyPurchase | $4.4M | 20 | 2025 |
Retirement plans