Original filing (PDF)20240311145446NAL0042784992001

CLIMADATA CORPORATION

Name: CLIMADATA CORPORATION — CLIMADATA CORPORATION RETIREMENT PLAN, Form 5500 (2023)
Creator: CLIMADATA CORPORATION

Form 5500-SF

FILING_RECEIVED

CLIMADATA CORPORATION RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLIMADATA CORPORATION.

Plan sponsor

Name

CLIMADATA CORPORATION

EIN

65-0299605

Address

P.O. BOX 452811 · MIAMI, FL · 332452811

Phone

(786) 412-6732

Industry

Information / Tech / Mediasee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-03-11

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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 providers

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