# Climatec, LLC 401(k) Plan
Source: https://planprovider.pro/companies/climatec-llc-401k-plan-001-5853

> Climatec, LLC's 401(k) plan: 1,229 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Climatec, LLC

- **Sponsor EIN:** 860945853

- **Sponsor Address:** 2851 WEST KATHLEEN ROAD, PHOENIX, AZ, 85053

- **Plan Type:** 401(k)

- **Total Participants:** 1,229

- **Total Assets:** $118.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|1,229|$118.4M|$3.3M|$9.9M|

| 2023|1,059|$103.7M|$2.8M|$8.4M|

| 2022|935|$84.8M|$2.5M|$7.6M|

## 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|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-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|$134,707|$42,587|$300|—|—|

| 2023|$117,840|$34,961|$300|—|—|

| 2022|$157,023|$33,563|—|—|—|

## Similar Plans

- [Ewing Irrigation Products, INC.](https://planprovider.pro/companies/ewing-irrigation-products-inc-401k-plan) — 1,399 participants

- [Copper State Bolt & Nut Co., INC.](https://planprovider.pro/companies/copper-state-bolt-nut-co-inc-401k-plan) — 636 participants

- [American Refrigeration Supplies, INC.](https://planprovider.pro/companies/american-refrigeration-supplies-inc-401k-plan) — 235 participants

- [Achilles, INC.](https://planprovider.pro/companies/achilles-inc-401k-plan) — 105 participants

- [Environmental Mechanical Equipment Co., INC.](https://planprovider.pro/companies/environmental-mechanical-equipment-co-inc-plan) — 6 participants

- [Construction Solutions, LLC](https://planprovider.pro/companies/construction-solutions-llc-401k-plan) — 6 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/climatec-llc-401k-plan-001-5853)

© 2026 PlanProvider.Pro