Plan Snapshot
- Plan Sponsor: Climate Pros LLC
- Sponsor EIN: 550914273
- Sponsor Address: 55 N BRANDON DR, GLENDALE HEIGHTS, IL, 601392024
- Plan Type: 401(k)
- Total Participants: 782
- Total Assets: $22.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 782 | $22.2M | $1.4M | $2.7M |
| 2023 | 735 | $17.5M | $1.3M | $2.4M |
| 2022 | 627 | $12.9M | $1.0M | $1.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $66,419 | $12,389 | $48,970 | — | — |
| 2023 | $48,977 | $8,346 | $9,706 | — | — |
| 2022 | $43,938 | $6,094 | $9,961 | — | $27,883 |