Back to filter
Original filing (PDF)20250731141847NAL0013436434001
CLIMATE ENGINEERING, LLC
Form 5500-SF
FILING_RECEIVED
CLIMATE ENGINEERING, LLC PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
7
Accounts w/ balance
13
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLIMATE ENGINEERING, LLC.
Plan sponsor
Name
CLIMATE ENGINEERING, LLC
EIN
04-3523317
Address
P.O. BOX 2421 · ABINGTON, MA · 02351
Phone
(781) 871-4526
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Engineering Services plans
TAM CONSULTING SERVICES LLC
TAM CONSULTING SERVICES 401(K) PLAN
$2.3M · 44 participants
VALQUEST SYSTEMS, INC
VALQUEST SYSTEMS, INC. 401K PROFIT SHARING PLAN AND TRUST
$2.3M · 11 participants
INTEGRATED SCIENCE & ENGINEERING
INTEGRATED SCIENCE & ENGINEERING 401(K) PROFIT SHARING PLAN
$2.3M · 34 participants
CONNOR & CONNOR, INC.
CONNOR & CONNOR, INC. PROFIT SHARING & 401(K) PLAN
$2.3M · 7 participants
LOVELL ENGINEERING ASSOCIATES, P.C.
LOVELL ENGINEERING ASSOCIATES, P.C. 401(K) RETIREMENT PLAN
$2.3M · 12 participants
EC4B ENGINEERING PC
EC4B ENGINEERING PC 401(K) PROFIT SHARING PLAN & TRUST
$2.3M · 17 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B