Plan Snapshot
- Plan Sponsor: Climatech, INC.
- Sponsor EIN: 251222596
- Sponsor Address: 200 BILMAR DRIVE, PITTSBURGH, PA, 15205
- Plan Type: 401(k)
- Total Participants: 170
- Total Assets: $17.6M
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 | 170 | $17.6M | $321,576 | $662,417 |
| 2023 | 178 | $17.3M | $364,494 | $631,218 |
| 2022 | 146 | $13.6M | $262,659 | $585,404 |
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 |
|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | RECORDKEEPER | $21,480 | — | $21,480 |
| STELMACK DOBRANSKY & EANNACE, LLC | AUDITOR | $11,000 | — | $11,000 |
| STELMACK, DOBRANSKY & EANNANCE, LLC | Auditor | $11,000 | — | $11,000 |
| SIEGEL ACTUARIAL CONSULTING, INC. | CONTRACT ADMIN | $8,995 | — | $8,995 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STELMACK, DOBRANSKY & EANNANCE, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,475
- Estimated Expense Ratio: 0.298% of plan assets
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 | $71,724 | $30,249 | $8,995 | $11,000 | — |
| 2023 | $65,237 | $25,619 | $15,325 | $9,000 | — |
| 2022 | $14,865 | — | — | — | $14,865 |