Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
OLIVER BROOKS, INC. DBA BROOKS HEATING AND
EIN 72-0634878individual & family servicesLatest filing 2024
Plans
2
Retirement
2
$6.0M assets
Welfare
0
Participants
59
106 GRIGSBY ST - BOSSIER CITY, LA 711712806318-742-9510LinkedIn11-50 employeesindividual & family services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.0M assets / 59 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#002
BROOKS HEATING AND AIR CONDITIONING EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$4.5M
Participants36
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
BROOKS HEATING AND AIR CONDITIONING 401(K) PROFIT SHARING PLAN
401k
Assets$1.6M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BROOKS HEATING AND AIR CONDITIONING EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $4.5M | 36 | 2024 | |
| 001 | BROOKS HEATING AND AIR CONDITIONING 401(K) PROFIT SHARING PLAN | 401k | $1.6M | 23 | 2024 |
Retirement plans