How big is CLIM-a-Tech Industries, Inc.'s plan?

CLIM-a-Tech Industries, Inc.'s plan reported $1.4M in assets and 106 participants for 2023.

Original filing (PDF)20250514105056NAL0018734913001

CLIM-a-Tech Industries, Inc.

Name: CLIM-a-Tech Industries, Inc. — CLIM-a-Tech, Form 5500 (2023)
Creator: CLIM-a-Tech Industries, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CLIM-a-Tech Industries, Inc. 401(k) Plan

401(k) retirement plan · CLIM-a-Tech Industries, Inc.'s CLIM-a-Tech Industries, Inc. 401(k) Plan held $1.4M in plan assets for 106 participants in 2023.

Active participants

106

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Matthew Jacobson signed CLIM-a-Tech Industries, Inc.'s 2023 Form 5500 as plan administrator.

Matthew Jacobson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

CLIM-a-Tech Industries, Inc.'s EIN is 41-0948098.

EIN 41-0948098

Plan number 002

Plan year 2023

ACK ID 20250514105056NAL0018734913001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for CLIM-a-Tech Industries, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

CLIM-a-Tech Industries, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLIM-A-TECH INDUSTRIES, INC..

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score