Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$10.7M
Filings through .
Climate Systems, Inc.
EIN 46-0377208mechanical or industrial engineeringLatest filing 2025
Plans
2
Retirement
2
$22.3M assets
Health & Benefits
0
Participants
108
3005 WEST RUSSELL STREET - SIOUX FALLS, SD 571070707605-334-2164climatesystemsinc.comLinkedIn11-50 employeesmechanical or industrial engineering
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $22.3M assets / 108 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
CLIMATE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$11.6M
Participants57
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
CLIMATE SYSTEMS, INC. 401(K) PLAN & TRUST
401(k)
Assets$10.7M
Participants51
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | CLIMATE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $11.6M | 57 | 2025 |
| #001 | CLIMATE SYSTEMS, INC. 401(K) PLAN & TRUST | 401(k) | $10.7M | 51 | 2025 |
- #002 · ESOP · 202557
- #001 · 401(k) · 202551
Retirement plans