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COOLING SOURCE INC — COOLING SOURCE INC RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250729141552NAL0002917745001
COOLING SOURCE INC
Form 5500-SF
FILING_RECEIVED
COOLING SOURCE INC RETIREMENT PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
21
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
COOLING SOURCE INC
.
Find decision makers
Plan sponsor
Name
COOLING SOURCE INC
EIN
27-0362283
Address
2021 LAS POSITAS COURT, SUITE 101 · LIVERMORE, CA · 94551
Phone
(925) 292-1293
Industry
Plumbing, Heating, AC Contractors
· Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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CHAMPION HEATING & AIR CONDITIONING
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CHAMPION HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN
$1.8M · 17 participants
LANDMARK HEATING & AIR CONDITIONING
LANDMARK HEATING & AIR CONDITIONING 401(K) PLAN
$1.8M · 21 participants
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