· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
COOKS AIR CONDITIONING & HEATING, — COOK'S AIR CONDITIONING & HEATING, INC. RETIREMENT, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250401154450NAL0011801760001
COOKS AIR CONDITIONING & HEATING,
Form 5500-SF
FILING_RECEIVED
COOK'S AIR CONDITIONING & HEATING, INC. RETIREMENT
401(k) retirement plan
Active participants
80
Accounts w/ balance
90
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
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
COOKS AIR CONDITIONING & HEATING,
.
Find decision makers
Plan sponsor
Name
COOKS AIR CONDITIONING & HEATING,
EIN
62-1260918
Address
P.O. BOX 701 · BLOUNTVILLE, TN · 37617
Phone
(423) 323-2665
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
2024-01-01
Tax period
2024-12-31
Filed
2025-04-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Plumbing, Heating, AC Contractors plans
BOONE & DARR, INC.
RESTATED PROFIT SHARING PLAN AND TRUST OF BOONE & DARR, INC.
$4.6M · 12 participants
HALCYON, INC.
HALCYON, INC. 401(K) PLAN
$4.6M · 127 participants
COMBUSTION SERVICE CO OF NEW ENGLAND
THE COMBUSTION SERVICE COMPANY OF NEW ENGLAND 401(K) PLAN
$4.6M · 9 participants
EEI GROUP, LLC
EEI GROUP, LLC 401(K) PLAN
$4.6M · 57 participants
ALLIED AIR CONDITIONING & HEAT
ALLIED AIR CONDITIONING & HEAT 401(K) PROFIT SHARING PLAN & TRUST
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.7M · 51 participants
CDS MECHANICAL SERVICES, INC.
CDS MECHANICAL SERVICES, INC. 401K PLAN
$4.6M · 28 participants
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B
