Todd Ernest signed Climate Pros LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Climate Pros LLC's EIN is 55-0914273.
Download the official 2024 Form 5500 (PDF) for Climate Pros LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Climate Pros LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $16K | — |
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED PENSION SERVICES, INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $21.0M | 94.7% | |
| Vanguard Target Retirement 2045 Fund 132,917 units | Mutual Funds | — | $133K | $3.9M | 17.6% | |
| VY T. Rowe Price Capital Appreciation Portfolio Fund 25,559 units | Other securities | — | $26K | $1.7M | 7.5% | |
| Vanguard Target Retirement 2040 Fund 55,832 units | Mutual Funds | — | $56K | $1.6M | 7.1% | |
| Vanguard Total Stock Market Index Fund 38,761 units | Common Collective Trusts | — | $39K | $1.3M | 5.9% | |
| Vanguard Target Retirement 2055 Fund 40,497 units | Mutual Funds | — | $40K | $1.2M | 5.4% | |
| Vanguard Target Retirement 2035 Fund 43,977 units | Mutual Funds | — | $44K | $1.2M | 5.2% | |
| Vanguard 500 Index Fund 30,361 units | Common Collective Trusts | — | $30K | $1.1M | 4.9% | |
| Vanguard Target Retirement 2025 Fund 37,771 units | Mutual Funds | — | $38K | $856K | 3.9% | |
| T. Rowe Price Blue Chip Growth Fund 21,078 units | Other securities | — | $21K | $779K | 3.5% | |
| Vanguard Target Retirement 2030 Fund 31,165 units | Mutual Funds | — | $31K | $761K | 3.4% | |
| Vanguard Target Retirement 2050 Fund 24,441 units | Mutual Funds | — | $24K | $727K | 3.3% | |
| Through October 2030 | Other securities | — | — | $625K | 2.8% | |
| MFS Technology Fund 8,549 units | Mutual Funds | — | $9K | $600K | 2.7% | |
| Investment Contract Voya Fixed Account Investment contract, at contract value | Other securities | — | — | $554K | 2.5% | |
| Vanguard Total International Stock Index Fund 36,945 units | Common Collective Trusts | — | $37K | $527K | 2.4% | |
| Vanguard Target Retirement 2060 Fund 16,293 units | Mutual Funds | — | $16K | $491K | 2.2% | |
| Vanguard Small-Cap Index Fund 16,284 units | Common Collective Trusts | — | $16K | $399K | 1.8% | |
| T. Rowe Price Growth Stock Fund 12,095 units | Other securities | — | $12K | $322K | 1.5% | |
| Vanguard Developed Markets Index Fund 18,308 units | Common Collective Trusts | — | $18K | $273K | 1.2% | |
| Vanguard Equity Income Fund 6,712 units | Mutual Funds | — | $7K | $249K | 1.1% | |
| Vanguard Mid-Cap Index Fund 8,411 units | Common Collective Trusts | — | $8K | $220K | 1.0% | |
| PIMCO Income Fund 9,755 units | Mutual Funds | — | $10K | $177K | 0.8% | |
| Vanguard LifeStrategy Growth Fund 5,660 units | Mutual Funds | — | $6K | $163K | 0.7% | |
| Vanguard Total Bond Market Index Fund 14,617 units | Common Collective Trusts | — | $15K | $161K | 0.7% | |
| DFA International Core Equity Portfolio Fund 8,749 units | Mutual Funds | — | $9K | $158K | 0.7% | |
| T. Rowe Price Diversified Mid Cap Growth Portfolio Fund 4,840 units | Other securities | — | $5K | $148K | 0.7% | |
| American Funds New Perspective Fund 3,457 units | Mutual Funds | — | $3K | $135K | 0.6% | |
| Vanguard Target Retirement 2020 Fund 6,441 units | Mutual Funds | — | $6K | $133K | 0.6% | |
| Vanguard Real Estate Index Fund 7,153 units | Common Collective Trusts | — | $7K | $125K | 0.6% | |
| Vanguard Long-Term Investment-Grade Fund 10,695 units | Mutual Funds | — | $11K | $124K | 0.6% | |
| MFS Value Fund 1,342 units | Mutual Funds | — | $1K | $114K | 0.5% | |
| Invesco Oppenheimer Developing Markets Fund 7,595 units | Mutual Funds | — | $8K | $108K | 0.5% | |
| Janus Henderson Triton Fund 4,577 units | Mutual Funds | — | $5K | $104K | 0.5% | |
| Vanguard Health Care Fund 4,212 units | Mutual Funds | — | $4K | $100K | 0.5% | |
| Voya Intermediate Bond Fund 7,847 units | Other securities | — | $8K | $96K | 0.4% | |
| Vanguard Inflation-Protected Securities Fund 8,055 units | Mutual Funds | — | $8K | $94K | 0.4% | |
| s (Continued) Vanguard Target Retirement Income Fund 4,728 units | Pooled Separate Accounts | — | $5K | $77K | 0.3% | |
| PIMCO StockPLUS International Fund 2,101 units | Mutual Funds | — | $2K | $73K | 0.3% | |
| PIMCO Short-Term Fund 5,706 units | Mutual Funds | — | $6K | $71K | 0.3% | |
| Vanguard Financials Index Fund 2,353 units | Common Collective Trusts | — | $2K | $69K | 0.3% | |
| Vanguard Energy Fund 5,764 units | Mutual Funds | — | $6K | $69K | 0.3% | |
| Franklin Utilities Fund 2,940 units | Mutual Funds | — | $3K | $69K | 0.3% | |
| Vanguard LifeStrategy Moderate Growth Fund 2,912 units | Mutual Funds | — | $3K | $65K | 0.3% | |
| Vanguard LifeStrategy Conservative Growth Fund 3,403 units | Mutual Funds | — | $3K | $63K | 0.3% | |
| Invesco Oppenheimer Gold & Special Minerals Fund 4,043 units | Mutual Funds | — | $4K | $61K | 0.3% | |
| Janus Henderson Mid Cap Value Fund 2,077 units | Mutual Funds | — | $2K | $56K | 0.3% | |
| Franklin Small Cap Value Fund 2,127 units | Mutual Funds | — | $2K | $46K | 0.2% | |
| Vanguard Short-Term Federal Fund 4,018 units | Mutual Funds | — | $4K | $44K | 0.2% | |
| Vanguard High-Yield Corporate Fund 2,988 units | Mutual Funds | — | $3K | $44K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-3580924 |
| — |
| THIRD PARTY ADMINISTRATOR |
| $38K |
| — |
