Standard Heating & Air Conditioning 401(k) match, vesting and fees
What Standard Heating & Air Conditioning's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Ameritas Life Insurance Corp | Schedule C ↗ |
| Independent auditor | Lutz & Company (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 1,392 defined-contribution plans in construction with 100 to 499 participants.
| Standard Heating & Air Conditioning: employer contribution per participant | $882 | |
| Peer median | $2,501 |
| Standard Heating & Air Conditioning: average balance | $50,531 | |
| Peer median | $71,471 |
| Standard Heating & Air Conditioning: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $7.8M at the end of plan year 2021 to $10.3M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 220 | $10.3M | $180K | $882 | 0.04% | Not published | Form 5500 ↗ |
| 2024 | 214 | $9.4M | $147K | $760 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 230 | $8M | $151K | $755 | 0.10% | Not published | Form 5500 ↗ |
| 2022 | 192 | $6.3M | $76K | $461 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 167 | $7.8M | $121K | $809 | 0.02% | Not published | Form 5500 ↗ |
Other Standard Heating & Air Conditioning plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Standard Heating & Air Conditioning Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Lutz & Company, PC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Standard Heating & Air Conditioning match 401(k) contributions?
The match terms for the Standard Heating & Air Conditioning, Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $180K in employer contributions, about $882 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Standard Heating & Air Conditioning 401(k) match vested?
The vesting schedule for the Standard Heating & Air Conditioning, Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Standard Heating & Air Conditioning 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Ameritas Life Insurance Corp. The plan administrator is Standard Heating & Air Conditioning, Inc..
I left Standard Heating & Air Conditioning. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Standard Heating & Air Conditioning, Inc., (402) 339-6700) or the recordkeeper, Ameritas Life Insurance Corp. The Standard Heating & Air Conditioning old 401(k) page lists the contacts from every plan filing. Find an old Standard Heating & Air Conditioning 401(k)
Data from the public Form 5500 annual reports Standard Heating & Air Conditioning filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Standard Heating & Air Conditioning. Not financial advice. Report a correction · Methodology