How big is Climatecare HVAC Services, LLC's plan?

Climatecare HVAC Services, LLC's plan reported $1.3M in assets and 32 participants for 2024.

Original filing (PDF)20250220113051NAL0008784432001

Climatecare HVAC Services, LLC

Name: Climatecare HVAC Services, LLC — Climatecare HVAC, Form 5500 (2024)
Creator: Climatecare HVAC Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Climatecare HVAC Services, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Climatecare HVAC Services, LLC's Climatecare HVAC Services, LLC 401(k) Profit Sharing Plan held $1.3M in plan assets for 32 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Jennifer Musick signed Climatecare HVAC Services, LLC's 2024 Form 5500 as plan administrator.

Jennifer Musick — 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

Climatecare HVAC Services, LLC's EIN is 47-5306311.

EIN 47-5306311

Plan number 001

Plan year 2024

ACK ID 20250220113051NAL0008784432001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Climatecare HVAC Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Climatecare HVAC Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLIMATECARE HVAC SERVICES, LLC.

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off