How big is Conejo Valley Heating & Air COND's plan?

Conejo Valley Heating & Air COND's plan reported $3.9M in assets and 95 participants for 2024.

Original filing (PDF)20250611110721NAL0015882161001

Conejo Valley Heating & Air COND

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

Form 5500-SF

FILING_RECEIVED

Conejo Valley Heating & Air Conditioning, Inc.

401(k) retirement plan · Conejo Valley Heating & Air COND's Conejo Valley Heating & Air Conditioning, Inc. held $3.9M in plan assets for 95 participants in 2024.

Active participants

Accounts w/ balance

119

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Nick Rice signed Conejo Valley Heating & Air COND'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

Conejo Valley Heating & Air COND's EIN is 83-0414879.

EIN 83-0414879

Plan number 001

Plan year 2024

ACK ID 20250611110721NAL0015882161001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Conejo Valley Heating & Air COND's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONEJO VALLEY HEATING & AIR COND.

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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

Helping the score