Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AIR CONDITIONING & HEATING SERVICE CO
EIN 85-0219210individual & family servicesLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
17
1 CROUCH COURT - SANTA FE, NM 87507505-471-1400airconditioningnm.comLinkedIn1-10 employeesindividual & family services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 17 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
AIR CONDITIONING & HEATING SERVICE COMPANY EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$1.2M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
AIR CONDITIONING & HEATING SERVICE COMPANY 401(K) PROFIT SHARING PLAN
401k
Assets$441K
Participants7
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 | AIR CONDITIONING & HEATING SERVICE COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.2M | 10 | 2024 | |
| 003 | AIR CONDITIONING & HEATING SERVICE COMPANY 401(K) PROFIT SHARING PLAN | 401k | $441K | 7 | 2024 |
Retirement plans