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Original filing (PDF)20251012065934NAL0000047011001
AIR-CONDITIONING INNOVATIVE SOLUTIONS
Form 5500
FILING_RECEIVED
AIR CONDITIONING INNOVATIVE SOLUTIONS 401(K) PLAN
401(k) retirement plan
Active participants
238
Accounts w/ balance
151
Plan assets (EOY)
$11.8M
Net assets (EOY)
$11.8M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
80
Knocking points off
- 73 bps in Schedule C fees — 153% above peer band of 29 bps.
- 63% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AIR-CONDITIONING INNOVATIVE SOLUTIONS.
Plan sponsor
Name
AIR-CONDITIONING INNOVATIVE SOLUTIONS
EIN
84-2418586
Address
1028 N MCDONALD ST · MCKINNEY, TX · 750692144
Phone
(972) 679-9195
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
2025-10-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $45K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $30K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EXECUTIVE RETIREMENT PLANS | — | KATY, TX | CONTRACT ADMINISTRATOR | $7K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
Investments
22 direct securities· $11.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Target Date Retirement 2035 Fund Mutual Fund - | — | — | — | $2.2M | 18.4% | |
| American Funds Target Date Retirement 2030 Fund Mutual Fund - | — | — | — | $1.5M | 12.5% | |
| American Funds Target Date Retirement 2040 Fund Mutual Fund - | — | — | — | $1.2M | 10.1% | |
| MassMutual Blue Chip Growth Fund Mutual Fund - | — | — | — | $991K | 8.4% | |
| American Funds Target Date Retirement 2025 Fund Mutual Fund - | — | — | — | $924K | 7.8% | |
| MassMutual S&P 500 Index Fund Mutual Fund - | — | — | — | $786K | 6.7% | |
| American Funds Target Date Retirement 2045 Fund Mutual Fund - | — | — | — | $667K | 5.7% | |
| American Funds Target Date Retirement 2055 Fund Mutual Fund - | — | — | — | $569K | 4.8% | |
| American Funds Target Date Retirement 2015 Fund Mutual Fund - | — | — | — | $559K | 4.7% | |
| American Funds Target Date Retirement 2050 Fund Mutual Fund - | — | — | — | $473K | 4.0% | |
| American Funds Target Date Retirement 2020 Fund Mutual Fund - | — | — | — | $361K | 3.1% | |
| Victory Integrity Small Cap Value Fund Mutual Fund - | — | — | — | $357K | 3.0% | |
| MFS International Diversification R6 Mutual Fund - | — | — | — | $248K | 2.1% | |
| Various maturity dates and interest rates ranging * Notes receivable from participants from 5.25% - 10.50% - | — | — | — | $209K | 1.8% | |
| Fidelity Advisor Total Bond Fund Z Mutual Fund - | — | — | — | $172K | 1.5% | |
| General Account Guaranteed Investment Contract - | — | — | — | $171K | 1.4% | |
| Eaton Vance Income Fund of Boston Mutual Fund - | — | — | — | $170K | 1.4% | |
| MFS Value Fund Mutual Fund - | — | — | — | $119K | 1.0% | |
| American Funds Target Date Retirement 2060 Fund Mutual Fund - | — | — | — | $81K | 0.7% | |
| JPMorgan US Government Fund Mutual Fund - | — | — | — | $50K | 0.4% | |
| PIMCO International Bond (USD-Hedged) Mutual Fund - | — | — | — | $38K | 0.3% | |
| American Funds Target Date Retirement 2010 Fund Mutual Fund - | — | — | — | $11K | <0.1% |
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