Back to filter
Original filing (PDF)20250707104028NAL0003684273001
CLIMA-TECH CORPORATION
Form 5500-SF
FILING_RECEIVED
CLIMA-TECH CORP 401(K) PLAN
401(k) retirement plan
Active participants
64
Accounts w/ balance
47
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.1M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLIMA-TECH CORPORATION.
Plan sponsor
Name
CLIMA-TECH CORPORATION
EIN
82-0420730
Address
504 N PHILLIPPI STREET · BOISE, ID · 83706
Phone
(208) 377-9755
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
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 providersRelated plans
Similar-size Plumbing, Heating, AC Contractors plans
CREST MECHANICAL SERVICES, INC.
CREST MECHANICAL SERVICES, INC. 401(K) RETIREMENT PLAN
$8.1M · 58 participants
ARTS FURNACE CO., INC.
ART'S FURNACE CO., INC. PROFIT SHARING/401(K) PLAN
$8.1M · 30 participants
MARIC MECHANICAL, INC.
MARIC MECHANICAL, INC. 401 (K) PLAN
$8.1M · 41 participants
THE HARDY CORPORATION, INC.
THE HARDY CORPORATION, INC. 401(K) PLAN
$8.1M · 173 participants
BRADLEY PLUMBING & HEATING, INC.
BRADLEY PLUMBING & HEATING, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$8.1M · 129 participants
MIKE DIAMOND PLUMBING, INC
MIKE DIAMOND ENTERPRISES 401(K) PROFIT SHARING PLAN
$8.1M · 91 participants
Large plans in Idaho
ALBERTSONS COMPANIES, INC.
ALBERTSONS COMPANIES MASTER TRUST
$8.0B
WINCO HOLDINGS, INC.
WINCO EMPLOYEE STOCK OWNERSHIP PLAN
$5.0B · 17,907 participants
MICRON TECHNOLOGY, INC.
MICRON TECHNOLOGY INC. RETIREMENT AT MICRON (RAM) PLAN
$3.7B · 9,878 participants
BATTELLE ENERGY ALLIANCE, LLC AND IDAHO ENVIRONMENTAL COALITION, LLC
IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN
$2.3B · 6,632 participants
BATTELLE ENERGY ALLIANCE, LLC
IDAHO NATIONAL LABORATORY EMPLOYEE RETIREMENT PLAN
$2.1B · 930 participants
J.R. SIMPLOT COMPANY
SIMPLOT RETIREMENT SAVINGS PLAN
$1.6B · 9,014 participants