How big is The Climate Foundation's plan?

The Climate Foundation's plan reported $3.8M in assets and 2 participants for 2024.

Original filing (PDF)20251015063534NAL0008349858001

The Climate Foundation

Name: The Climate Foundation — The Climate Foundation, Form 5500 (2024)
Creator: The Climate Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Climate Foundation 401(k) Plan

401(k) retirement plan · The Climate Foundation's The Climate Foundation 401(k) Plan held $3.8M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Brian Von Herzen signed The Climate Foundation's 2024 Form 5500 as plan administrator.

Brian Von Herzen — 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

The Climate Foundation's EIN is 26-2077719.

EIN 26-2077719

Plan number 002

Plan year 2024

ACK ID 20251015063534NAL0008349858001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Climate Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Climate Foundation's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score