How big is Climate Specialists, LLC's plan?

Climate Specialists, LLC's plan reported $34K in assets and 2 participants for 2024.

Original filing (PDF)20250423220518NAL0004270083033

Climate Specialists, LLC

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

Form 5500-SF

FILING_RECEIVED

Climate Specialists 401(k) Plan

401(k) retirement plan · Climate Specialists, LLC's Climate Specialists 401(k) Plan held $34K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$34K

Net assets (EOY)

$34K

Plan identifiers

Climate Specialists, LLC's EIN is 84-3681307.

EIN 84-3681307

Plan number 001

Plan year 2024

ACK ID 20250423220518NAL0004270083033

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Climate Specialists, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score