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

Estes Heating & Air Conditioning's plan reported $879K in assets and 24 participants for 2024.

Original filing (PDF)20250911160044NAL0000529456001

Estes Heating & Air Conditioning

Name: Estes Heating & Air Conditioning — Estes Heating &, Form 5500 (2024)
Creator: Estes Heating & Air Conditioning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Estes Heating & Air Conditioning Inc. 401(k) Plan

401(k) retirement plan · Estes Heating & Air Conditioning's Estes Heating & Air Conditioning Inc. 401(k) Plan held $879K in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$879K

Net assets (EOY)

$879K

People on this filing

Nick Rice signed Estes Heating & Air Conditioning'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

Estes Heating & Air Conditioning's EIN is 63-1060728.

EIN 63-1060728

Plan number 001

Plan year 2024

ACK ID 20250911160044NAL0000529456001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Estes Heating & Air Conditioning'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 ESTES HEATING & AIR CONDITIONING.

Finding similar companies…

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

Knocking points off