ESTES HEATING & AIR CONDITIONING, INC. 401(k) Plan
What public Form 5500 filings show about the ESTES HEATING & AIR CONDITIONING, INC. 401(k) plan — and how to find and check your own account.
The ESTES HEATING & AIR CONDITIONING, INC. 401(k) on its latest Form 5500
ESTES HEATING & AIR CONDITIONING, INC. (EIN 58-1080369) reports ESTES HEATING & AIR CONDITIONING, INC. 401(K) PLAN on its most recent Form 5500, with $12.4M in plan assets across 170 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 & AIR CONDITIONING, INC. filing — schedules, fees, and providers.
Who runs the ESTES HEATING & AIR CONDITIONING, INC. 401(k)?
ESTES HEATING & AIR CONDITIONING, INC.’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 & AIR CONDITIONING, INC.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PRECISION PLAN ADMINISTRATION, VOYA RETIREMENT ADVISORS, MORNINGSTAR.
How to check your ESTES HEATING & AIR CONDITIONING, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask ESTES HEATING & AIR CONDITIONING, INC. 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).