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STANDARD HEATING & AIR CONDITIONING — STANDARD HEATING & AIR CONDITIONING EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250710141610NAL0008764848001
STANDARD HEATING & AIR CONDITIONING
Form 5500
FILING_RECEIVED
STANDARD HEATING & AIR CONDITIONING EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
100% in single holding
No recordkeeper disclosed
Active participants
145
Accounts w/ balance
150
Plan assets (EOY)
$10.5M
Net assets (EOY)
$2.8M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
STANDARD HEATING & AIR CONDITIONING
.
Find decision makers
Plan sponsor
Name
STANDARD HEATING & AIR CONDITIONING
EIN
47-0593196
Address
11746 PORTAL ROAD · LA VISTA, NE · 68128
Phone
(402) 339-6700
Industry
Plumbing, Heating, AC Contractors
· Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-10
Pension benefit codes
2E · Profit-sharing
2P · Leveraged ESOP
Audit & trust (Schedule H)
Auditor
AGSN, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
2 direct securities
· $10.5M
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
at $10.45 per share
—
—
—
$10.4M
99.5%
Morgan Stanley Mutual funds
—
—
—
$51K
0.5%
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Knocking points off
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Helping the score
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