How big is COE Heating & Air Conditioning's plan?

COE Heating & Air Conditioning's plan reported $615K in assets and 11 participants for 2024.

Original filing (PDF)20250917113044NAL0000428321001

COE Heating & Air Conditioning

Name: COE Heating & Air Conditioning — COE Heating & Air, Form 5500 (2024)
Creator: COE Heating & Air Conditioning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

COE Heating & Air Conditioning Cash Balance Plan

Defined-benefit pension plan · COE Heating & Air Conditioning's COE Heating & Air Conditioning Cash Balance Plan held $615K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$615K

Net assets (EOY)

$615K

Plan identifiers

COE Heating & Air Conditioning's EIN is 35-1074923.

EIN 35-1074923

Plan number 002

Plan year 2024

ACK ID 20250917113044NAL0000428321001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for COE Heating & Air Conditioning from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

COE Heating & Air Conditioning's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COE HEATING & AIR CONDITIONING.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score