How big is Cooling Source Inc.'s plan?

Cooling Source Inc.'s plan reported $1.8M in assets and 9 participants for 2024.

Original filing (PDF)20250729141552NAL0002917745001

Cooling Source Inc.

Name: Cooling Source Inc. — Cooling Source Inc. Retirement, Form 5500 (2024)
Creator: Cooling Source Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cooling Source Inc. Retirement Plan

401(k) retirement plan · Cooling Source Inc.'s Cooling Source Inc. Retirement Plan held $1.8M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Cooling Source Inc.'s EIN is 27-0362283.

EIN 27-0362283

Plan number 001

Plan year 2024

ACK ID 20250729141552NAL0002917745001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cooling Source Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cooling Source Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

COOLING SOURCE INC

EIN

all filings

Address

2021 LAS POSITAS COURT, SUITE 101 · LIVERMORE, CA · 94551

Phone

(925) 292-1293

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator