· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
YOUNG'S AIR CONDITIONING — YOUNGS AIR CONDITIONING RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20260219141038NAL0011396850001
YOUNG'S AIR CONDITIONING
Form 5500-SF
FILING_RECEIVED
YOUNGS AIR CONDITIONING RETIREMENT PLAN
401(k) retirement plan
Active participants
38
Accounts w/ balance
49
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
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
YOUNG'S AIR CONDITIONING
.
Find decision makers
Plan sponsor
Name
YOUNG'S AIR CONDITIONING
EIN
77-0362501
Address
25 WEST G STREET · LOS BANOS, CA · 936353640
Phone
(209) 826-4807
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
2024-11-01
Tax period
2025-10-31
Filed
2026-02-19
Pension benefit codes
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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 providers
Related plans
Similar-size Plumbing, Heating, AC Contractors plans
BASKERVILLE-PARSONS CONTRACTORS, INC.
BASKERVILLE-PARSONS CONTRACTORS, INC. 401(K) PLAN
$4.3M · 58 participants
GREAT LAKES MECHANICAL, INC.
GREAT LAKES MECHANICAL, INC. 401(K) SAVINGS PLAN
$4.3M · 17 participants
SOUTH BAY HEATING & AIR CONDITIONING, INC.
SOUTH BAY HEATING & AIR CONDITIONING, INC. 401(K) PLAN
$4.3M · 19 participants
WARKO ROOFING CO., INC.
WARKO ROOFING CO., INC. PROFIT SHARING PLAN
$4.3M · 13 participants
KALOS SERVICES INC.
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.
KALOS SERVICES INC. 401(K) PLAN
$4.3M · 303 participants
BDT MECHANICAL, LLC
BDT MECHANICAL, LLC 401(K) PROFIT SHARING PLAN
$4.3M · 82 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
