How big is Choates Air Conditioning & Heat's plan?

Choates Air Conditioning & Heat's plan reported $535K in assets and 132 participants for 2024.

Original filing (PDF)20250731090448NAL0008143248001

Choates Air Conditioning & Heat

Name: Choates Air Conditioning & Heat — Choate's Air, Form 5500 (2024)
Creator: Choates Air Conditioning & Heat
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Choate's Air Conditioning & Heating, Inc. Retirement Plan

401(k) retirement plan · Choates Air Conditioning & Heat's Choate's Air Conditioning & Heating, Inc. Retirement Plan held $535K in plan assets for 132 participants in 2024.

Signals · 1

No auditor on file

Active participants

132

Accounts w/ balance

Plan assets (EOY)

$535K

Net assets (EOY)

$535K

People on this filing

Nick Rice signed Choates Air Conditioning & Heat's 2024 Form 5500 as plan administrator.

Nick Rice — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Choates Air Conditioning & Heat's EIN is 62-1406082.

EIN 62-1406082

Plan number 001

Plan year 2024

ACK ID 20250731090448NAL0008143248001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Choates Air Conditioning & Heat from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHOATES AIR CONDITIONING & HEAT.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score