DAVE Simons Heating and Coolin 401(k) Plan

The DAVE Simons Heating and Coolin 401(k) on its latest Form 5500

DAVE Simons Heating and Coolin (EIN 46-2824413) reports DAVID SIMONS HEATING AND COOLI 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $282K in plan assets across 30 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 DAVE Simons Heating and Coolin filing — schedules, fees, and providers.

Who runs the DAVE Simons Heating and Coolin 401(k)?

DAVE Simons Heating and Coolin’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 DAVE Simons Heating and CoolinHR for the recordkeeper’s name and login.

How to check your DAVE Simons Heating and Coolin 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask DAVE Simons Heating and Coolin 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).