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MARK BLAKE — BLAKES HEATING & AIR CONDITIONING SERVICE PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250721135350NAL0000630115001
MARK BLAKE
Form 5500-SF
FILING_RECEIVED
BLAKES HEATING & AIR CONDITIONING SERVICE PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
25
Accounts w/ balance
40
Plan assets (EOY)
$7.3M
Net assets (EOY)
$7.3M
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
MARK BLAKE
.
Find decision makers
Plan sponsor
Name
MARK BLAKE
EIN
77-0526325
Address
1042 OLIVE DRIVE · DAVIS, CA · 956164721
Phone
(530) 758-4030
Industry
Plumbing, Heating, AC Contractors
· Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-21
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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TOTAL ENVIRONMENTAL MANAGEMENT
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SCHADEGG MECHANICAL, 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.
Small plan (5500-SF) — Schedule H data not available.
SCHADEGG MECHANICAL, INC. PROFIT SHARING PLAN
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ATS ROCKY MTN
ATS ROCKY MTN 401(K) PLAN
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BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
