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Original filing (PDF)20250730074430NAL0005115184001
STANDARD HEATING & AIR CONDITIONING, INC.
Form 5500
FILING_RECEIVED
STANDARD HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
187
Accounts w/ balance
193
Plan assets (EOY)
$9.4M
Net assets (EOY)
$9.4M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STANDARD HEATING & AIR CONDITIONING, INC..
Plan sponsor
Name
STANDARD HEATING & AIR CONDITIONING, INC.
EIN
47-0593196
Address
11746 PORTAL RD · LA VISTA, NE · 681285524
Phone
(402) 339-6700
Industry
Plumbing, Heating, AC Contractors· Constructionsee 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
2025-07-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
AGSN P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | BUNDLED RECORDKEEPER | $3K | — |
Investments
34 direct securities · 1 pooled fund· $18.2M(100% of reported assets)
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.
Uncategorized
$9.4M
34 holdings
Pooled Separate Account
$8.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERITAS LIFE INS CORP SEP ACCT D AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | — | — | $8.8M | 93.9% | |
| Vanguard Growth Index Fund | — | — | — | $2.2M | 23.2% | |
| Fidelity VIP Index 500 Fund | — | — | — | $1.4M | 15.1% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $1.0M | 11.1% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $550K | 5.9% | |
| Guaranteed Investment Account Unallocated Insurance Contract | — | — | — | $473K | 5.0% | |
| T. Rowe Price Retirement 2030 Fund | — | — | — | $383K | 4.1% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $362K | 3.9% | |
| Carillon Eagle Mid Cap Growth Fund | — | — | — | $359K | 3.8% | |
| Vanguard Value Index Fund | — | — | — | $339K | 3.6% | |
| T. Rowe Price Retirement 2055 Fund | — | — | — | $317K | 3.4% | |
| Calvert VP S&P Midcap 400 Index Fund | — | — | — | $287K | 3.1% | |
| T. Rowe Price Retirement 2035 Fund | — | — | — | $251K | 2.7% | |
| T. Rowe Price Retirement Balanced Fund 71 T. Rowe Price Value Advisor Class | — | — | — | $223K | 2.4% | |
| T. Rowe Price Retirement 2060 Fund | — | — | — | $190K | 2.0% | |
| American Funds Growth Fund of America | — | — | — | $142K | 1.5% | |
| Vanguard Small Cap Index Fund | — | — | — | $142K | 1.5% | |
| MFS Total Return Fund | — | — | — | $135K | 1.4% | |
| Janus Henderson Small Cap Value Fund | — | — | — | $129K | 1.4% | |
| maturing through 2029 | — | — | — | $97K | 1.0% | |
| Neuberger Berman Genesis Investor Class | — | — | — | $90K | 1.0% | |
| Vanguard Small Cap Value Index Fund | — | — | — | $58K | 0.6% | |
| Janus Henderson Flexible Bond Fund | — | — | — | $41K | 0.4% | |
| MFS International New Discovery Fund | — | — | — | $36K | 0.4% | |
| Fidelity VIP Government Money Market Fund | — | — | — | $25K | 0.3% | |
| T. Rowe Price Retirement 2065 Fund | — | — | — | $18K | 0.2% | |
| Cohen & Steers Real Estate Securities Fund | — | — | — | $16K | 0.2% | |
| American Funds Europacific Growth Fund | — | — | — | $15K | 0.2% | |
| Thornburg International Equity Fund | — | — | — | $14K | 0.2% | |
| Fidelity Advisor Strategic Income Fund | — | — | — | $13K | 0.1% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $13K | 0.1% | |
| American Funds New World Fund | — | — | — | $10K | 0.1% | |
| American Funds New Perspective Fund 383 Calvert Short Duration Income Fund | — | — | — | $9K | <0.1% | |
| Calvert VP Investment Grade Bond Index Fund | — | — | — | $9K | <0.1% | |
| Janus Henderson Mid Cap Value Fund 454 Metwest Total Return Bond Fund | — | — | — | $6K | <0.1% |
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