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Original filing (PDF)20251014160229NAL0004459120001
CLIMATE DESIGN AIR CONDITIONING, INC.
Form 5500
FILING_RECEIVED
CLIMATE DESIGN AIR CONDITIONING, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Active participants
0
Accounts w/ balance
150
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
Plan health score (directional)
94
/ 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
100
Vendor stack
100
Participation health
90
Knocking points off
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLIMATE DESIGN AIR CONDITIONING, INC..
Plan sponsor
Name
CLIMATE DESIGN AIR CONDITIONING, INC.
EIN
59-1453509
Address
12530 47TH WAY NORTH · CLEARWATER, FL · 33762
Phone
(727) 572-9100
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB | 94-1737782 | — | BROKER/DEALER | $25K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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