Back to filter
Original filing (PDF)20260126135905NAL0001342177001
EFFICIENCY AIR, INC.
Form 5500-SF
FILING_RECEIVED
EFFICIENCY AIR, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 2.3 mo
Active participants
28
Accounts w/ balance
27
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
86
/ 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
91
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.3 months past the 10.5-month grace window.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EFFICIENCY AIR, INC..
Plan sponsor
Name
EFFICIENCY AIR, INC.
EIN
74-2837524
Address
319 E MAIN ST · EDNA, TX · 779572828
Phone
(361) 782-3537
Industry
Plumbing, Heating, AC Contractors· Constructionsee 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
2026-01-26
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)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Plumbing, Heating, AC Contractors plans
RAINFOREST WORKS INC
RAINFOREST WORKS INC 401(K) PROFIT SHARING PLAN & TRUST
$1.8M · 89 participants
UNITED HEATING & AIR CONDITIONING , INC.
UNITED HEATING & AIR 401(K)
$1.8M · 45 participants
CENTRAL PLUMBING HEATING & A/C, INCORPORATED
CENTRAL PLUMBING HEATING & A/C, INCORPORATED 401(K) PLAN
$1.8M · 8 participants
JUNIPER ENTERPRISES, INC.
JUNIPER ENTERPRISES, INC. 401K PROFIT SHARING PLAN
$1.8M · 26 participants
MICHAEL JAMES INDUSTRIES INC.
MICHAEL JAMES INDUSTRIES INC 401 K PROFIT SHARING PLAN TRUST
$1.8M · 17 participants
N Y HOME MAINTENANCE CO INC
N Y HOME MAINTENANCE CO INC 401(K) PROFIT SHARING PLAN & TRUST
$1.8M · 39 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants