How big is Lee Collins Air Conditioning Co.'s plan?

Lee Collins Air Conditioning Co.'s plan reported $207K in assets and 30 participants for 2024.

Original filing (PDF)20251010112048NAL0004547219001

Lee Collins Air Conditioning Co.

Name: Lee Collins Air Conditioning Co. — Lee Collins Air, Form 5500 (2024)
Creator: Lee Collins Air Conditioning Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lee Collins Air Conditioning Co. 401(k) Plan

Defined-contribution retirement plan · Lee Collins Air Conditioning Co.'s Lee Collins Air Conditioning Co. 401(k) Plan held $207K in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$207K

Net assets (EOY)

$207K

People on this filing

Richard Tatum signed Lee Collins Air Conditioning Co.'s 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Lee Collins Air Conditioning Co.'s EIN is 86-0251807.

EIN 86-0251807

Plan number 001

Plan year 2024

ACK ID 20251010112048NAL0004547219001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lee Collins Air Conditioning Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lee Collins Air Conditioning Co.'s plan includes ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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

Knocking points off