Connecticut Heating & Cooling Contractors Association, Inc.'s EIN is 23-7323973.
Download the official 2024 Form 5500 (PDF) for Connecticut Heating & Cooling Contractors Association, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Connecticut Heating & Cooling Contractors Association, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEE CPA AUDIT GROUP | 81-4637885 | — | NONE | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY CONSULTING GROUP, INC | 20-2807852 | — | NONE | $46K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $14.5M | 97.9% | |
| FLEXPATH INDEX MODERATE 2035 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $3.7M | 24.6% | |
| FLEXPATH INDEX MODERATE 2055 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $3.4M | 22.8% | |
| FLEXPATH INDEX MODERATE 2045 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $2.0M | 13.1% | |
| BLACKROCK EQUITY INDEX FUND GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $195K | 1.3% | |
| FLEXPATH INDEX AGGRESSIVE 2035 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $151K | 1.0% | |
| FLEXPATH INDEX AGGRESSIVE 2045 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $150K | 1.0% | |
| BLACKROCK EAFE EQUITY INDEX FUND GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $103K | 0.7% | |
| FLEXPATH INDEX AGGRESSIVE 2055 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $59K | 0.4% | |
| BLACKROCK U.S. DEBT INDEX FUND GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $51K | 0.3% | |
| FLEXPATH INDEX CONSERVATIVE RETIREM GREAT GRAY TRUST COMPANY, LLC · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $20K | 0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2055 FU GREAT GRAY TRUST COMPANY, LLC · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $782 | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2045 FU GREAT GRAY TRUST COMPANY, LLC · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $766 | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE RETIREMEN GREAT GRAY TRUST COMPANY, LLC · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $757 | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE 2025 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2025 FU GREAT GRAY TRUST COMPANY, LLC · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2035 FU GREAT GRAY TRUST COMPANY, LLC · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MODERATE 2025 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% |
| AMERITAS LIFE INSURANCE CORP |
| 47-0098400 |
| — |
| NONE |
| $17K |
| — |
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | NONE | $15K | — |
| CHARLES SCHWAB BANK | 82-3967259 | — | NONE | $5K | — |
