· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JACOBSON HEATING & COOLING CO. — JACOBSON HEATING & COOLING CO. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251002054849NAL0000102563001
JACOBSON HEATING & COOLING CO.
Form 5500-SF
FILING_RECEIVED
JACOBSON HEATING & COOLING CO. 401(K) PLAN
401(k) retirement plan
Active participants
24
Accounts w/ balance
18
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
JACOBSON HEATING & COOLING CO.
.
Find decision makers
Plan sponsor
Name
JACOBSON HEATING & COOLING CO.
EIN
38-1306960
Address
3303 EASTERN, SE · GRAND RAPIDS, MI · 49508
Phone
(616) 245-1131
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
2024-04-01
Tax period
2025-03-31
Filed
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
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
Similar-size Plumbing, Heating, AC Contractors plans
MILLERS PLUMBING & MECHANICAL
MILLERS PLUMBING & MECHANICAL 401(K) PROFIT SHARING PLAN & TRUST
$1.8M · 55 participants
INDUSTRIAL PUMP AND MOTOR REPAIR, LTD.
INDUSTRIAL PUMP AND MOTOR REPAIR, LTD. PROFIT SHARING AND 401(K) PLAN
$1.8M · 15 participants
SERVICE TECH HEATING & COOLING, INC.
SERVICE TECH HEATING & COOLING, INC. 401(K) PROFIT SHARING PLAN
$1.7M · 5 participants
PHILLIPS HEATING & AIR CONDITION
PHILLIPS HEATING & AIR CONDITIONING 401K PROFIT SHARING
$1.7M · 33 participants
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.
SUMMERS PLUMBING, HEATING & COOLING
SUMMERS PLUMBING, HEATING & COOLING, INC. 401(K) PLAN
$1.8M · 57 participants
WALDROP HOME SERVICES, INC.
WALDROP HOME SERVICES, INC. 401(K) PLAN
$1.8M · 87 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants
