What public Form 5500 filings show about the Estes Heating and Air Conditioning 401(k) plan — and how to find and check your own account.
Estes Heating and Air Conditioning (EIN 59-3159990) reports ESTES HEATING AND AIR CONDITIONING, INC. RETIREMENT PLAN on its most recent Form 5500, with $986K in plan assets across 6 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 Estes Heating and Air Conditioning filing — schedules, fees, and providers.
Estes Heating and 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 Estes Heating and Air ConditioningHR for the recordkeeper’s name and login.