What public Form 5500 filings show about the Conejo Valley Heating & Air COND 401(k) plan — and how to find and check your own account.
Conejo Valley Heating & Air COND (EIN 83-0414879) reports CONEJO VALLEY HEATING & AIR CONDITIONING, INC. on its most recent Form 5500, with $3.9M in plan assets across 95 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 Conejo Valley Heating & Air COND filing — schedules, fees, and providers.
Conejo Valley Heating & Air COND’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 Conejo Valley Heating & Air CONDHR for the recordkeeper’s name and login.
