Chas Roberts Air Conditioning, Inc. 401(k) Plan: Login, Facts & Contact Information

Chas Roberts Air Conditioning, Inc. 401(k) Plan Facts

Plan name
CHAS ROBERTS AIR CONDITIONING, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CHAS ROBERTS AIR CONDITIONING, INC.
Participants
779 (665 active employees)
Former employees with a balance
127
Plan assets
$29,151,202 at Dec 31, 2024
Average account balance
$38,458 across 758 accounts
Employer contributions
$361,210 in plan year 2024 (8% of all contributions)
Recordkeeper
Stancorp Financial Group
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Nov 1, 1998
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 17, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $4.32 million went into the plan in contributions, $361,210 of it from the employer (8%).
  • $2.01 million was paid out to participants.
  • Investment and other income added $2.86 million.
  • Administrative expenses were $142,859, about $188 per account.

How the Chas Roberts Air Conditioning, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019731$14.9 million$188,774$910,362
2020743$18.3 million$206,407$1.76 million
2021749$21.6 million$226,562$2.04 million
2022802$20.0 million$245,009$1.94 million
2023761$24.1 million$228,080$2.23 million
2024779$29.2 million$361,210$2.01 million

Chas Roberts Air Conditioning, Inc. 401(k) Contact Information

Phone
602-331-2693
Mailing address
9828 N 19TH AVE, PHOENIX AZ 85021
Plan sponsor
CHAS ROBERTS AIR CONDITIONING, INC.
Employer identification number (EIN)
86-0113254
Plan number
001

Questions about the Chas Roberts Air Conditioning, Inc. 401(k)

Does Chas Roberts Air Conditioning, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $361,210, 8% of all contributions.

Does the Chas Roberts Air Conditioning, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Chas Roberts Air Conditioning, Inc 401(k) plan?

779 participants at the start of plan year 2024, 665 of them active employees, and 127 former employees who still had money in the plan.

What is the average 401(k) balance at Chas Roberts Air Conditioning, Inc?

About $38,458 per account: $29.2 million in plan assets across 758 accounts with a balance at the end of plan year 2024.

Who manages the Chas Roberts Air Conditioning, Inc 401(k) accounts?

The Standard (listed on the filing as STANCORP FINANCIAL GROUP) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Chas Roberts Air Conditioning, Inc. How do I access my 401(k)?

Your account stays with The Standard after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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