How big is Conservation Law Foundation, Inc.'s plan?

Conservation Law Foundation, Inc.'s plan reported $18.1M in assets and 144 participants for 2024.

Original filing (PDF)20251006170339NAL0002058579001

Conservation Law Foundation, Inc.

Name: Conservation Law Foundation, Inc. — CLF Retirement, Form 5500 (2024)
Creator: Conservation Law Foundation, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

CLF Retirement Plan

403(b) retirement plan · Conservation Law Foundation, Inc.'s CLF Retirement Plan held $18.1M in plan assets for 144 participants in 2024, with Nationwide as recordkeeper.

Signals · 1

Late participant contributions

Active participants

144

Accounts w/ balance

216

Plan assets (EOY)

$18.1M

Net assets (EOY)

$18.1M

People on this filing

Daniel Fowler signed Conservation Law Foundation, Inc.'s 2024 Form 5500 as plan administrator.

Daniel Fowler — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Conservation Law Foundation, Inc.'s EIN is 04-6149986.

EIN 04-6149986

Plan number 001

Plan year 2024

ACK ID 20251006170339NAL0002058579001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Conservation Law Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Conservation Law Foundation, Inc.'s plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONSERVATION LAW FOUNDATION, INC..

Finding similar companies…

How this plan invests

This plan

81 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 131K (5% of contributions).

Plan sponsor

Name

CONSERVATION LAW FOUNDATION, INC.

EIN

all filings

Address

62 SUMMER STREET · BOSTON, MA · 02110

Phone

(617) 350-0990

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

CITRIN COOPERMAN AND COMPANY, LLP

Trustee / custodian

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE	—	COLUMBUS, OH	RECORD KEEPER	$21K	—
FIDELITY	04-2647786	—	RECORD KEEPER	$390	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	—

Investments

81 direct securities· $18.1M(100% of reported assets)

Mutual Funds

$12.9M

51 holdings

Other securities

$2.7M

17 holdings

Common Collective Trusts

$2.3M

9 holdings

Agency / Mortgage-Backed

$74K

2 holdings

Common Stocks

$54K

1 holding

U.S. Treasuries

$50K

1 holding

					% of plan
Vanguard Target Retirement 2030 Fund Investor Shares Mutual Fund	Mutual Funds	—	—	$2.0M	11.3%
Vanguard Target Retirement 2050 Fund Investor Shares Mutual Fund	Mutual Funds	—	—	$1.5M	8.4%
Vanguard 500 Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$1.3M	7.2%
Vanguard Target Retirement 2045 Fund Investor Shares Mutual Fund	Mutual Funds	—	—	$1.3M	7.0%
Vanguard Target Retirement 2035 Fund Investor Shares Mutual Fund	Mutual Funds	—	—	$1.0M	5.8%
MFS Growth Fund Class R4 Mutual Fund	Mutual Funds	—	—	$1.0M	5.5%
Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund	Mutual Funds	—	—	$779K	4.3%
Vanguard Target Retirement 2055 Fund Investor Shares Mutual Fund	Mutual Funds	—	—	$671K	3.7%
Vanguard Target Retirement 2060 Fund Investor Shares Mutual Fund	Mutual Funds	—	—	$651K	3.6%
Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$461K	2.5%
JPMorgan Large Cap Growth Fund R6 Mutual Fund	Other securities	—	—	$433K	2.4%
Fidelity Growth Company Mutual Fund	Mutual Funds	—	—	$430K	2.4%
BlackRock Equity Dividend Fund Institutional Shares Mutual Fund	Other securities	—	—	$396K	2.2%
Fidelity Advisor Strategic Income Fund Institutional Mutual Fund	Mutual Funds	—	—	$392K	2.2%
Parnassus Value Equity Institutional Fund Mutual Fund	Other securities	—	—	$363K	2.0%
Vanguard Target Retirement 2025 Fund Investor Shares Mutual Fund	Mutual Funds	—	—	$353K	1.9%
Parnassus Core Equity Fund Institutional Shares Mutual Fund	Other securities	—	—	$346K	1.9%
Vanguard Small Cap Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$339K	1.9%
Fidelity Freedom 2040 K Fund Mutual Fund	Mutual Funds	—	—	$334K	1.8%
Vanguard Target Retirement 2065 Fund Investor Shares Mutual Fund	Mutual Funds	—	—	$324K	1.8%
Principal MidCap Fund Class R6 Mutual Fund	Other securities	—	—	$277K	1.5%
MFS International Diversification Fund Class R6 Mutual Fund	Mutual Funds	—	—	$251K	1.4%
Fidelity Low-Priced Stock Fund Mutual Fund	Mutual Funds	—	—	$216K	1.2%
Fidelity Asset Manager 85% Mutual Fund	Mutual Funds	—	—	$187K	1.0%
Delaware Ivy Mid Cap Growth Fund Class R6 Mutual Fund	Other securities	—	—	$184K	1.0%
Fidelity Select Semiconductors Portfolio Mutual Fund	Mutual Funds	—	—	$179K	1.0%
Calvert SOC Index Fund Institutional Mutual Fund	Common Collective Trusts	—	—	$172K	0.9%
Calvert Equity Fund Class I Mutual Fund	Other securities	—	—	$113K	0.6%
MFS Value Fund Class R6 Mutual Fund	Mutual Funds	—	—	$108K	0.6%
American Funds New World Fund Class R6 Mutual Fund	Mutual Funds	—	—	$101K	0.6%
ClearBridge International Growth Fund Class I Mutual Fund	Other securities	—	—	$97K	0.5%
Victory Sycamore Established Value Fund Class R6 Mutual Fund	Other securities	—	—	$95K	0.5%
Fidelity Growth & Income Portfolio Mutual Fund	Mutual Funds	—	—	$94K	0.5%
Fidelity Select Technology Portfolio Mutual Fund	Mutual Funds	—	—	$93K	0.5%
MFS International Intrinsic Value Fund Class R6 Mutual Fund	Mutual Funds	—	—	$92K	0.5%
PGIM Total Return Bond Fund Class R6 Mutual Fund	Other securities	—	—	$88K	0.5%
Fidelity Equity Dividend Income Fund Mutual Fund	Mutual Funds	—	—	$87K	0.5%
Fidelity Blue Chip Growth Fund Mutual Fund	Mutual Funds	—	—	$64K	0.4%
Fidelity Contrafund Fund Mutual Fund	Mutual Funds	—	—	$56K	0.3%
Delaware Ivy High Income Fund Class R6 Mutual Fund	Other securities	—	—	$55K	0.3%
Vanguard Total Institutional Index Admiral Mutual Fund	Mutual Funds	—	—	$54K	0.3%
Victory Sycamore Small Company Opportunity Fund Mutual Fund	Common Stocks	—	—	$54K	0.3%
Class I * Fixed Contract - Non-fully-benefit Responsive Fixed contract	Other securities	—	—	$53K	0.3%
Morgan Stanley Inst Discovery I Fund Mutual Fund	Other securities	—	—	$50K	0.3%
Calvert Bond Fund Class I Mutual Fund	U.S. Treasuries	—	—	$50K	0.3%
BlackRock GNMA Portfolio Class K Mutual Fund	Agency / Mortgage-Backed	—	—	$48K	0.3%
Federated Hermes Government Obligations Fund Mutual Fund	Other securities	—	—	$47K	0.3%
Premier Shares Putnam Small Cap Growth Y Fund Mutual Fund	Mutual Funds	—	—	$46K	0.3%
Alger Green Fund Class A Mutual Fund	Other securities	—	—	$44K	0.2%
Fidelity Asset Manager 50% Mutual Fund	Mutual Funds	—	—	$44K	0.2%