Steve Ferguson Cooling and Heati 401(k) Plan
What public Form 5500 filings show about the Steve Ferguson Cooling and Heati 401(k) plan — and how to find and check your own account.
The Steve Ferguson Cooling and Heati 401(k) on its latest Form 5500
Steve Ferguson Cooling and Heati (EIN 27-0525388) reports STEVE FERGUSON COOLING & HEATING LLC 401K PLAN on its most recent Form 5500, with $6K in plan assets across 3 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 Steve Ferguson Cooling and Heati filing — schedules, fees, and providers.
Who runs the Steve Ferguson Cooling and Heati 401(k)?
Steve Ferguson Cooling and Heati’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 Steve Ferguson Cooling and HeatiHR for the recordkeeper’s name and login.
How to check your Steve Ferguson Cooling and Heati 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Steve Ferguson Cooling and Heati 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).