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Original filing (PDF)20251014173734NAL0003510209001
ANEW CLIMATE, LLC
Form 5500
FILING_RECEIVED
ANEW CLIMATE, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
46% in single holdingNo recordkeeper disclosed
Active participants
152
Accounts w/ balance
183
Plan assets (EOY)
$17.7M
Net assets (EOY)
$17.7M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
77
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Schwab Funds Schwab Total Stock Market Index" is 46% of plan.
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANEW CLIMATE, LLC.
Plan sponsor
Name
ANEW CLIMATE, LLC
EIN
20-3316079
Address
3200 SOUTHWEST FREEWAY, SUITE 1310 · HOUSTON, TX · 77027
Phone
(281) 207-7200
Industry
Constructionsee 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
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SCOTT MILLER CPA AND ASSOCIATES, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | NONE | $49K | — |
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $26K | — |
Investments
20 direct securities· $17.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab Funds Schwab Total Stock Market Index | — | — | — | $8.1M | 46.1% | |
| Vanguard Total Bond Market Index Fund Admiral | — | — | — | $2.6M | 14.7% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $2.1M | 12.2% | |
| Standard Insurance Company Standard Stable Asset D | — | — | — | $1.4M | 7.9% | |
| JPMorgan Large Cap Growth Fund R6 | — | — | — | $798K | 4.5% | |
| JPMorgan Mid Cap Growth Fund R6 | — | — | — | $372K | 2.1% | |
| Vanguard Emerging Markets Stock Index Fund Admiral | — | — | — | $355K | 2.0% | |
| JPMorgan US Value Fund R6 | — | — | — | $332K | 1.9% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $296K | 1.7% | |
| Franklin Templeton Investments Putnam Small Cap Growth Fund R6 | — | — | — | $251K | 1.4% | |
| Vanguard FTSE Social Index Fund Admiral | — | — | — | $216K | 1.2% | |
| BlackRock 80/20 Target Allocation Fund K | — | — | — | $176K | 1.0% | |
| Participant Loans Interest rates range from 4.25% to 8.50% | — | — | — | $126K | 0.7% | |
| Macquarie Core Equity Fund R6 | — | — | — | $114K | 0.6% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $98K | 0.6% | |
| Fidelity Investments Fidelity Advisor Small Cap Value Fund Z | — | — | — | $70K | 0.4% | |
| BlackRock 60/40 Target Allocation Fund K | — | — | — | $54K | 0.3% | |
| Victory Capital Victory Pioneer Strategic Income R6 | — | — | — | $46K | 0.3% | |
| BlackRock Mid-Cap Value Fund K | — | — | — | $40K | 0.2% | |
| Franklin Templeton Investments Franklin High Income Fund R6 | — | — | — | $36K | 0.2% |
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