Back to filter
Original filing (PDF)20250911093757NAL0000138371001
STANDARD HEATING & AIR CONDITIONING, INC.
Form 5500
FILING_RECEIVED
STANDARD HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
117
Accounts w/ balance
186
Plan assets (EOY)
$21.4M
Net assets (EOY)
$21.4M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STANDARD HEATING & AIR CONDITIONING, INC..
Plan sponsor
Name
STANDARD HEATING & AIR CONDITIONING, INC.
EIN
20-0914439
Address
130 PLYMOUTH AVE. N · MINNEAPOLIS, MN · 55411
Phone
(612) 436-2357
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-11
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
REDPATH AND COMPANY LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHRISTENSEN GROUP FINANCIAL | — | EDEN PRAIRIE, MN | NONE | $39K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $2K | — |
Investments
33 direct securities · 1 pooled fund· $21.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$19.3M
33 holdings
Common Collective Trust
$2.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Dodge & Cox Balanced X Dodge & Cox 0 | — | — | — | $4.0M | 18.8% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $2.6M | 12.0% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $2.1M | 9.6% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $1.6M | 7.3% | |
| JPMorgan Large Cap Growth R6 JP Morgan 0 | — | — | — | $1.4M | 6.5% | |
| American Funds Trgt Date Ret 2035 R6 American Funds 0 | — | — | — | $1.2M | 5.7% | |
| American Funds Trgt Date Ret 2055 R6 American Funds 0 | — | — | — | $893K | 4.2% | |
| American Funds Trgt Date Ret 2040 R6 American Funds 0 | — | — | — | $629K | 2.9% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $607K | 2.8% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $566K | 2.6% | |
| American Funds Trgt Date Ret 2045 R6 American Funds 0 | — | — | — | $515K | 2.4% | |
| American Century Small Cap Gr R6 American Century 0 | — | — | — | $448K | 2.1% | |
| Vanguard Short Term Corp Bd Index Adm Vanguard 0 | — | — | — | $415K | 1.9% | |
| American Funds Trgt Date Ret 2030 R6 American Funds 0 | — | — | — | $392K | 1.8% | |
| BlackRock Total Return K BlackRock 0 | — | — | — | $376K | 1.8% | |
| American Funds Trgt Date Ret 2050 R6 American Funds 0 | — | — | — | $373K | 1.7% | |
| MFS International Diversification R6 MFS 0 | — | — | — | $330K | 1.5% | |
| American Funds Trgt Date Ret 2025 R6 American Funds 0 | — | — | — | $319K | 1.5% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $293K | 1.4% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $285K | 1.3% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $262K | 1.2% | |
| JPMorgan Equity Income R6 JP Morgan 0 | — | — | — | $257K | 1.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $243K | 1.1% | |
| Vanguard FTSE All-World ex-US Idx Adm Vanguard 0 | — | — | — | $217K | 1.0% | |
| American Funds Trgt Date Ret 2060 R6 American Funds 0 | — | — | — | $175K | 0.8% | |
| American Funds Trgt Date Ret 2065 R6 American Funds 0 | — | — | — | $174K | 0.8% | |
| Allspring Special Small Cap Value R6 Allspring 0 | — | — | — | $170K | 0.8% | |
| American Funds Trgt Date Ret 2020 R6 American Funds 0 | — | — | — | $162K | 0.8% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $131K | 0.6% | |
| Vanguard Energy Index Adm Vanguard 0 | — | — | — | $100K | 0.5% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $92K | 0.4% | |
| American Funds Trgt Date Ret 2010 R6 American Funds 0 | — | — | — | $91K | 0.4% | |
| DFA Emerging Markets Portfolio Inst DFA 0 | — | — | — | $49K | 0.2% | |
| American Funds Trgt Date Ret 2015 R6 American Funds 0 | — | — | — | $12K | <0.1% |
Related plans
Other plans using CHRISTENSEN GROUP FINANCIAL
VESSCO, INC.
VESSCO INC RETIREMENT PLAN
$182.0M · 1,264 participants
NATIONAL MARROW DONOR PROGRAM
BE THE MATCH/NMDP EMPLOYEE SAVINGS PLAN
$142.9M · 1,669 participants
WENGER CORPORATION
WENGER CORPORATION RETIREMENT SAVINGS PLAN
$108.4M · 557 participants
NATIONAL MARROW DONOR PROGRAM
BE THE MATCH/NMDP EMPLOYER CONTRIBUTION PLAN
$102.1M · 1,710 participants
FLAGG BICYCLE GROUP, LLC
FLAGG BICYCLE GROUP, LLC 401K PLAN
$86.3M · 703 participants
THE BERNARD GROUP, INC.
THE BERNARD GROUP 401(K) PLAN
$58.2M · 940 participants
Similar-size Plumbing, Heating, AC Contractors plans
THE SYSTEMS GROUP
THE SYSTEMS GROUP 401K AND PROFIT SHARING PLAN
$21.4M · 635 participants
ROGERS MECHANICAL CONTRACTORS LLC
ROGERS BUILDING SOLUTIONS 401(K) PLAN
$21.4M · 993 participants
THE BOSWORTH COMPANY
THE BOSWORTH COMPANY EMPLOYEES THRIFT PLAN
$21.3M · 256 participants
BOARD OF TRUSTEES PLUMBERS LOCAL #63 ANNUITY PLAN
PLUMBERS LOCAL #63 ANNUITY PLAN
$21.3M · 179 participants
PLUMBERS & PIPEFITTERS LOCAL 162 HEALTH & INSURANCE FUND
PLUMBERS & PIPEFITTERS LOCAL 162 HEALTH & INSURANCE FUND
$21.3M · 797 participants
CENTRAL PLUMBING AND HEATING CO INC
CENTRAL PLUMBING AND HEATING, INC 401K PROFIT SHARING PLAN
$21.3M · 165 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B