Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
ESOP
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLIMATE SYSTEMS, INC. 401(K) PLAN & TRUST | 401k | $10.7M | 51 | 2025 | |
| 002 | CLIMATE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $3.4M | 40 | 2024 |