Tommy Estes signed Estes Heating & Air Conditioning, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Estes Heating & Air Conditioning, Inc.'s EIN is 58-1080369.
Download the official 2024 Form 5500 (PDF) for Estes Heating & Air Conditioning, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Estes Heating & Air Conditioning, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | INVESTMENT ADVISORY | $10K | — |
| MORNINGSTAR | 36-3297908 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRECISION PLAN ADMINISTRATION, LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS GROWTH FND R6 VOYA RETIREMEENT INSURANCE AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.0M | 24.3% | |
| AMERICAN FUNDS 2055 TDATE R6 VOYA RETIREMEENT INSURANCE AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.7M | 13.4% | |
| AMERICAN FUNDS NW PRSPCTV R6 VOYA RETIREMEENT INSURANCE AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $952K | 7.7% | |
| AMERICAN FUND WASH MUTUAL R6 VOYA RETIREMEENT INSURANCE AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $839K | 6.8% | |
| AMERICAN FUNDS 2045 TDATE R6 VOYA RETIREMEENT INSURANCE AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $725K | 5.8% | |
| AMERICAN FUNDS 2050 TDATE R6 VOYA RETIREMEENT INSURANCE AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $690K | 5.6% | |
| AMERICAN FUNDS AM BALANCD R6 VOYA RETIREMEENT INSURANCE AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $624K | 5.0% | |
| VANGRD 500 INDEX FUND ADM VOYA RETIREMEENT INSURANCE AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $547K | 4.4% | |
| AMERICAN FUNDS EUROPACIFIC R6 VOYA RETIREMEENT INSURANCE AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $512K | 4.1% | |
| NEUBERG BERM MDCP RND R6 VOYA RETIREMEENT INSURANCE AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $389K | 3.1% | |
| AMERICAN FUNDS 2035 TDATE R6 VOYA RETIREMEENT INSURANCE AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $344K | 2.8% | |
| VANGRD SMALL-CAP INDEX FND ADM VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $257K | 2.1% | |
| AMERICAN FUNDS 2065 TDATE R6 VOYA RETIREMEENT INSURANCE AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $241K | 1.9% | |
| AMERICAN FUNDS 2060 TDATE R6 VOYA RETIREMEENT INSURANCE AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $213K | 1.7% | |
| DFA US TARGETED VI PORT INS VOYA RETIREMEENT INSURANCE AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $205K | 1.7% | |
| VOYA FIXED ACCOUNT (4062) VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $189K | 1.5% | |
| AMERICAN FUNDS 2025 TDATE R6 VOYA RETIREMEENT INSURANCE AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $173K | 1.4% | |
| VANGRD MID-CAP INDEX FUND ADM VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $162K | 1.3% | |
| VOYA INTERMEDIATE BOND FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $134K | 1.1% | |
| AMCEN MID CAP VALUE FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $115K | 0.9% | |
| DFA REAL ESTATE SECS PORT INS VOYA RETIREMEENT INSURANCE AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $114K | 0.9% | |
| DFA INFL-PROT SEC PORT INS DFA US TARGETED VI PORT INS · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $95K | 0.8% | |
| PIONEER STRATEGIC INCOME FND K VOYA RETIREMEENT INSURANCE AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $57K | 0.5% | |
| Clearbridge Small Cap Growth Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $46K | 0.4% | |
| CLBRG SMCP GRW FD IS VOYA RETIREMEENT INSURANCE AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $46K | 0.4% | |
| AMERICAN FUNDS 2040 TDATE R6 VOYA RETIREMEENT INSURANCE AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $36K | 0.3% | |
| JPMORGAN EQUITY INCOME FUND R6 VOYA RETIREMEENT INSURANCE AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $29K | 0.2% | |
| Vanguard Life Strategy Conservative Growth Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $25K | 0.2% | |
| VANGRD LIFESTRAT CNS GR FD INV VOYA RETIREMEENT INSURANCE AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $25K | 0.2% | |
| PGIM HIGH YIELD FUND R6 VOYA RETIREMEENT INSURANCE AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $17K | 0.1% | |
| Voya Government Money Market Fund Money Market Fund | Cash / Money Market | — | — | $14K | 0.1% | |
| VOYA GV MNY MKT F A (HLD ACCT) VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $14K | 0.1% | |
| American Funds 2070 R6 Voya Retirement Insurance & Annuity Co n/a | Mutual Funds | — | — | $1K | <0.1% | |
| AMERICAN FUNDS 2070 TDATE R6 VOYA RETIREMEENT INSURANCE AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| Vanguard Life Strategy Moderate Growth Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $1K | <0.1% | |
| VANGRD LIFESTRAT MD GRW INV VOYA RETIREMEENT INSURANCE AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 71-0294708 |
| WARNER ROBINS, GA |
| TPA |
| $0 |
| — |
