COOL Breeze Heating & Air Conditioning 401(k) Plan

The COOL Breeze Heating & Air Conditioning 401(k) on its latest Form 5500

COOL Breeze Heating & Air Conditioning (EIN 47-0847339) reports COOL BREEZE HEATING & AIR CONDITIONING 401(K) PLAN on its most recent Form 5500, with $1.3M in plan assets across 11 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 COOL Breeze Heating & Air Conditioning filing — schedules, fees, and providers.

Who runs the COOL Breeze Heating & Air Conditioning 401(k)?

COOL Breeze Heating & Air Conditioning’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 COOL Breeze Heating & Air ConditioningHR for the recordkeeper’s name and login.

How to check your COOL Breeze Heating & Air Conditioning 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask COOL Breeze Heating & Air Conditioning HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).