How big is Climate Efficiency Partners LLC's plan?

Climate Efficiency Partners LLC's plan reported $6.7M in assets and 192 participants for 2025.

Original filing (PDF)20260520082700NAL0001712321001

Climate Efficiency Partners LLC

Name: Climate Efficiency Partners LLC — Climate Efficiency, Form 5500 (2025)
Creator: Climate Efficiency Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Climate Efficiency Partners Retirement Plan

401(k) retirement plan · Climate Efficiency Partners LLC's Climate Efficiency Partners Retirement Plan held $6.7M in plan assets for 192 participants in 2025.

Signals · 1

No auditor on file

Active participants

192

Accounts w/ balance

200

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

People on this filing

Joseph Sacks signed Climate Efficiency Partners LLC's 2025 Form 5500 as plan administrator.

Joseph Sacks — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Climate Efficiency Partners LLC's EIN is 99-2211256.

EIN 99-2211256

Plan number 001

Plan year 2025

ACK ID 20260520082700NAL0001712321001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Climate Efficiency Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Climate Efficiency Partners 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 EFFICIENCY PARTNERS LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off