Original filing (PDF)20250924141709NAL0003071891001

CLIMAX PORTABLE MACHINE TOOLS, INC.

Name: CLIMAX PORTABLE MACHINE TOOLS, INC. — CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN, Form 5500 (2024)
Creator: CLIMAX PORTABLE MACHINE TOOLS, INC.

Form 5500

FILING_RECEIVED

CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

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 CLIMAX PORTABLE MACHINE TOOLS, INC..

Plan sponsor

Name

CLIMAX PORTABLE MACHINE TOOLS, INC.

EIN

93-0553883

Address

2712 E. SECOND STREET · NEWBERG, OR · 97132

Phone

(503) 537-5213

Industry

Manufacturingsee 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

2025-09-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

GEFFEN MESHER & COMPANY, PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$48K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WELLS FARGO ADVISORS LLC	—	CHARLOTTE, NC	INVESTMENT ADVISOR	$48K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PENSION PLAN SPECIALISTS	26-1570786	VANCOUVER, WA	TPA	$13K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
GEFFEN MESHER AND CO., P.C.	—	PORTLAND, OR	AUDITOR	$21K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$21K	—

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.