AUMdb

Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan

Sponsored by Climate Design Air Conditioning, Inc. · EIN 591453509 · Plan #002

Total assets
$4.7M
Net assets
$4.7M
Active participants
0
With balances
150

Plan year beginning 01/01/2024 · Stock bonus

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Charles Schwab Securities brokerage, Securities brokerage commissions $25,316