Retirement plan

CLIMATE CONDITIONING COMPANY I 401(K) PROFIT SHARING PLAN & TRUST

Name: CLIMATE CONDITIONING COMPANY I - CLIMATE CONDITIONING COMPANY I 401(K) PROFIT SHARING PLAN & TRUST (2025) Form 5500
Creator: CLIMATE CONDITIONING COMPANY I
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CLIMATE CONDITIONING COMPANY I 401(K) PROFIT SHARING PLAN & TRUST, CLIMATE CONDITIONING COMPANY I

CLIMATE CONDITIONING COMPANY IEIN 61-0660212Plan #001PY 2025

10704 ELECTRON DR - LOUISVILLE, KY 402993820502-807-1551climateconditioning.comLinkedIn11-50 employeesinformation technology and services

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$13.6M

+21.7% from 2024

Total participants

+21.7% from 2024

Average account balance

$272,093

+7.1% from 2024

Annual return

16.95%

+1.45 pp from 2024

Benchmarks

See 3,711 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort3,711 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$13.60M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$272K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

108.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.04M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.95%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$11568

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G3H2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$578K

$12574 / participant

Other / not subdivided$578K100.0%

% of EOY assets

4.252%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$272,093

$114,712+137.2%

$173,730+56.6%

$87,485+211.0%

Participation rate

87.0%

73.0%+14.0pp

79.6%+7.4pp

68.9%+18.0pp

Annual return

16.95%

20.18%-3.2pp

19.96%-3.0pp

26.06%-9.1pp

Employer contribution / active EE

$14,130

$2,904+386.6%

$4,577+208.7%

$2,596+444.3%

Participant deferral / active EE

$8,407

$4,642+81.1%

$6,326+32.9%

$4,274+96.7%

Admin fee / account holder

$11,568

$10,210+13.3%

$17,523-34.0%

$7,775+48.8%

CLIMATE CONDITIONING COMPANY I 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CLIMATE CONDITIONING COMPANY I 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion