Plan Ledger DOL Form 5500 · updated monthly

Climate Pros LLC401(k)

CLIMATE PROS LLC 401(K) PROFIT SHARING PLAN AND TRUST · GLENDALE HEIGHTS, IL · plan year 2024

Reported admin expense ratio · 2024
0.33%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Climate Pros LLC reported $66,419 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $1,852 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.335%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 1,612th-largest of 3,702 plans among Illinois employers on file, and the 1,880th of 5,337 in construction. In 2024, employees put in $1.89 for every $1.00 the employer contributed; active participation has grown from 627 to 782 since 2022.

Plan summary
Net assets, end of year$22,173,187
Participants with balances551
Active participants782
Employer contributions$1,448,600
Employee contributions$2,740,619
Employer contribution per active participant$1,852
Average account balance$40,242
Benefits paid to participants$2,486,082
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.2M · 551 accts · $1.4M emplr
2023$17.5M · 519 accts · $1.3M emplr
2022$12.9M · 433 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,970
Investment management$12,389
Total administrative$66,419
The Climate Pros LLC 401(k) match · 2024
Employer contribution per active participant$1,852
Median for plans this size$2,416
2024$1,852 per active participant
2023$1,718 per active participant
2022$1,613 per active participant

Climate Pros LLC's 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ASSOCIATED PENSION SERVICES, INC. · Other services$38,330
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$11,924

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$66,419 · 0.33%
2023$48,977 · 0.32%
2022$43,938 · 0.33%
Same employer
Similar plansConstruction · Illinois
Plote Construction, Inc. IL$24.9M · 0.06%
Kroeschell, Inc. IL$24.1M · 0.33%
Ac Johnston LTD. IL$23.9M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 550914273 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.