How big is Estes Heating and Air Conditioning's plan?

Estes Heating and Air Conditioning's plan reported $986K in assets and 6 participants for 2025.

Original filing (PDF)20260506135933NAL0002624432001

Estes Heating and Air Conditioning

Name: Estes Heating and Air Conditioning — Estes Heating, Form 5500 (2025)
Creator: Estes Heating and Air Conditioning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Estes Heating and Air Conditioning, Inc. Retirement Plan

401(k) retirement plan · Estes Heating and Air Conditioning's Estes Heating and Air Conditioning, Inc. Retirement Plan held $986K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$986K

Net assets (EOY)

$986K

Plan identifiers

Estes Heating and Air Conditioning's EIN is 59-3159990.

EIN 59-3159990

Plan number 001

Plan year 2025

ACK ID 20260506135933NAL0002624432001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Estes Heating and Air Conditioning from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Estes Heating and Air Conditioning's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

ESTES HEATING AND AIR CONDITIONING

EIN

all filings

Address

1954 SOUTHSIDE BLVD · JACKSONVILLE, FL · 32216

Phone

(904) 241-6727

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator