What public Form 5500 filings show about the Carls Air Conditioning and SHE 401(k) plan — and how to find and check your own account.
Carls Air Conditioning and SHE (EIN 88-0102248) reports CAC EMPLOYEES SAVINGS PLAN on its most recent Form 5500, with $588K in plan assets across 12 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Carls Air Conditioning and SHE filing — schedules, fees, and providers.
Carls Air Conditioning and SHE’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Carls Air Conditioning and SHEHR for the recordkeeper’s name and login.