Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COUTS HEATING AND COOLING, INC.
EIN 95-3268594constructionLatest filing 2024
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
73
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M assets / 73 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
COUTS HEATING AND COOLING INC.401K PROFIT SHARING PLAN
401k
Assets$3.8M
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
COUTS HEATING AND COOLING, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$1.0M
Participants34
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 | COUTS HEATING AND COOLING INC.401K PROFIT SHARING PLAN | 401k | $3.8M | 39 | 2024 | |
| 002 | COUTS HEATING AND COOLING, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.0M | 34 | 2024 |
Retirement plans