Assets by plan
Share of aggregate retirement assets
Filings through .
Oliver Brooks, Incorporated Dba Brooks Heating and Air Conditioning
EIN 72-0634878individual & family servicesLatest filing 2025
Plans
2
Retirement
2
$6.6M assets
Health & Benefits
0
Participants
57
106 GRIGSBY ST - BOSSIER CITY, LA 71112318-742-9510LinkedIn11-50 employeesindividual & family services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.6M assets / 57 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#002
BROOKS HEATING AND AIR CONDITIONING EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$4.7M
Participants35
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
BROOKS HEATING AND AIR CONDITIONING 401(K) PROFIT SHARING PLAN
401(k)
Assets$1.9M
Participants22
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | BROOKS HEATING AND AIR CONDITIONING EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $4.7M | 35 | 2025 |
| #001 | BROOKS HEATING AND AIR CONDITIONING 401(K) PROFIT SHARING PLAN | 401(k) | $1.9M | 22 | 2025 |
- #002 · ESOP · 202535
- #001 · 401(k) · 202522
Retirement plans