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Sponsor portfolio

CLIMATE SYSTEMS, INC.

EIN 46-0377208-mechanical or industrial engineering-Latest filing 2025
Plans
2
Retirement
2
$14.1M assets
Welfare
0
Participants
91
3005 WEST RUSSELL STREET - SIOUX FALLS, SD 571070707605-334-2164climatesystemsinc.comLinkedIn11-50 employeesmechanical or industrial engineering
Plans on this EIN
2 filings
#001401k-$10.7M - 51 part#002ESOP-$3.4M - 40 part

Retirement portfolio analytics

2 plans aggregated / $14.1M assets / 91 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • PLAN & TRUST (#001)76%
  • EMPLOYEE STOCK OWNERSHIP (#002)24%
Total $14.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)51
  • EMPLOYEE STOCK OWNERSHIP (#002)40
Total 91Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CLIMATE SYSTEMS, INC. 401(K) PLAN & TRUST

401k

Assets$10.7M
Participants51
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

CLIMATE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$3.4M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CLIMATE SYSTEMS, INC. 401(K) PLAN & TRUST401k$10.7M512025
002CLIMATE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$3.4M402024
Retirement plans
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