Back to filter
Original filing (PDF)20251014145509NAL0003084353004
ENVIRONMENTAL DEFENSE FUND, INC.
Form 5500
FILING_RECEIVED
ENVIRONMENTAL DEFENSE FUND RETIREMENT SAVINGS PLAN
403(b) retirement plan
Active participants
806
Accounts w/ balance
1,159
Plan assets (EOY)
$165.1M
Net assets (EOY)
$165.1M
How this plan invests
This plan
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENVIRONMENTAL DEFENSE FUND, INC..
Plan sponsor
Name
ENVIRONMENTAL DEFENSE FUND, INC.
EIN
11-6107128
Address
257 PARK AVENUE SOUTH · NEW YORK, NY · 10010
Phone
(212) 505-2100
Industry
Other Services (ex. Public Admin)see all
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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BDO USA P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $134K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHTOWER ADVISORS, LLC | 36-4500709 | — | CONSULTANT | $49K | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| MID ATLANTIC CAPITAL CORPORATION | 25-1409618 | — | SECURITIES BROKER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO | 13-5381590 | — | AUDITOR | $15K | — |
Investments
37 direct securities· $165.7M(100% of reported assets)
Uncategorized
$161.1M
36 holdings
Mutual Funds
$4.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $24.4M | 14.8% | |
| Principal LifeTime Hybrid 2035 Instl | — | — | — | $15.6M | 9.4% | |
| Principal LifeTime Hybrid 2050 Instl | — | — | — | $12.0M | 7.3% | |
| Principal LifeTime Hybrid 2045 Instl | — | — | — | $11.1M | 6.7% | |
| Principal LifeTime Hybrid 2040 Instl | — | — | — | $10.2M | 6.2% | |
| Principal LifeTime Hybrid 2030 Instl | — | — | — | $8.1M | 4.9% | |
| Principal LifeTime Hybrid 2025 Instl | — | — | — | $7.7M | 4.7% | |
| Principal LifeTime Hybrid 2055 Instl | — | — | — | $6.9M | 4.2% | |
| Fidelity Mid Cap Index | — | — | — | $6.5M | 3.9% | |
| Principal LifeTime Hybrid 2020 Instl | — | — | — | $6.3M | 3.8% | |
| Fidelity Small Cap Index | — | — | — | $5.3M | 3.2% | |
| Lord Abbett Lord Abbett Short Duration Inc R6 | — | — | — | $5.1M | 3.1% | |
| T. Rowe Price T. Rowe Price Overseas Stock I | — | — | — | $4.9M | 3.0% | |
| AB Large Cap Growth Z | Mutual Funds | — | — | $4.6M | 2.8% | |
| Voya Intermed Bond R6 | — | — | — | $4.3M | 2.6% | |
| Group Annuity Contract * Prudential Retirement Insurance and Annuity Company Prudential Guaranteed Income Fund | — | — | — | $4.3M | 2.6% | |
| Parnassus Core Equity Instl | — | — | — | $4.1M | 2.5% | |
| Vanguard Equity Inc Adm | — | — | — | $3.9M | 2.4% | |
| Principal LifeTime Hybrid 2060 Instl | — | — | — | $3.7M | 2.3% | |
| Fidelity Emerging Markets Idx | — | — | — | $2.7M | 1.6% | |
| Thornburg Limited Term Inc R5 | — | — | — | $1.9M | 1.2% | |
| Pioneer Bond K | — | — | — | $1.9M | 1.2% | |
| Prudential PGIM High Yield Z | — | — | — | $1.2M | 0.7% | |
| Principal LifeTime Hybrid 2015 Instl | — | — | — | $1.1M | 0.7% | |
| Nationwide Geneva Small Cap Gr R6 | — | — | — | $960K | 0.6% | |
| Principal LifeTime Hybrid Inc Instl | — | — | — | $860K | 0.5% | |
| Impax Sustainable Alloc Instl | — | — | — | $851K | 0.5% | |
| American Century American Century Mid Cap Value R6 | — | — | — | $716K | 0.4% | |
| Natixis Sustainable Future 2055 N | — | — | — | $680K | 0.4% | |
| MFS Mid Cap Growth R6 | — | — | — | $679K | 0.4% | |
| Participant Loans Notes receivable with interest rates of 4.25% to 9.50% - | — | — | — | $619K | 0.4% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50 | — | — | — | $618K | 0.4% | |
| Natixis Sustainable Future 2045 N | — | — | — | $534K | 0.3% | |
| Goldman Sachs Goldman Sachs Short Dur Govt R6 | — | — | — | $513K | 0.3% | |
| StateStreet State Street Instl US Govt Money Market Premier | — | — | — | $306K | 0.2% | |
| Principal SmallCap Value II Instl | — | — | — | $304K | 0.2% | |
| Natixis Sustainable Future 2035 N | — | — | — | $201K | 0.1% |
Related plans
Other plans using TRANSAMERICA RETIREMENT SOLUTIONS
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
NORTHWELL HEALTH, INC.
NORTHWELL HEALTH 403(B) PLAN
$10.9B · 49,356 participants
THE MOUNT SINAI MEDICAL CENTER
THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN
$9.5B · 46,304 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MASTER TRUST
$3.7B
WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER
WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN
$3.6B · 21,020 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC DEFINED CONTRIBUTION PLAN
$2.8B · 9,871 participants
Similar-size Other Services (ex. Public Admin) plans
INVESTMENT COMPANY INSTITUTE
INVESTMENT COMPANY INSTITUTE SECTION 401(K) PLAN
$165.2M · 165 participants
COUNCIL ON FOREIGN RELATIONS
COUNCIL ON FOREIGN RELATIONS 403(B) RETIREMENT PLAN
$164.6M · 371 participants
UCHICAGO MEDICINE NETWORK, INC.
INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT PLAN
$165.9M · 3,320 participants
AMERICAN PSYCHOLOGICAL ASSOCIATION
AMERICAN PSYCHOLOGICAL ASSOCIATION 401(K) PLAN
$164.0M · 523 participants
APELLA HEALTH MANAGEMENT, INC.
APELLA HEALTH MANAGEMENT, INC. RETIREMENT SAVINGS PLAN
$167.6M · 7,010 participants
BD OF TRUSTEES-RETIREMENT PLAN OF THE UNITE HERE INT'L AND LOCALS
RETIREMENT PLAN OF THE UNITE HERE INTERNATIONAL
$162.5M · 762 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B