Assets by plan
Share of aggregate retirement assets
Filings through .
Air Conditioning & Heating Service Co
EIN 85-0219210individual & family servicesLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Health & Benefits
0
Participants
16
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 / 16 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#001
AIR CONDITIONING & HEATING SERVICE COMPANY EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$1.0M
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
AIR CONDITIONING & HEATING SERVICE COMPANY 401(K) PROFIT SHARING PLAN
401(k)
Assets$575K
Participants6
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 |
|---|---|---|---|---|---|
| #001 | AIR CONDITIONING & HEATING SERVICE COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.0M | 10 | 2025 |
| #003 | AIR CONDITIONING & HEATING SERVICE COMPANY 401(K) PROFIT SHARING PLAN | 401(k) | $575K | 6 | 2025 |
- #001 · ESOP · 202510
- #003 · 401(k) · 20256
Retirement plans