Plan Sponsor signed Climateworks Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Climateworks Foundation's EIN is 26-2303250.
Download the official 2024 Form 5500 (PDF) for Climateworks Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Climateworks Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Century American Century Retirement Hybrid 2040 Trust I 499,086 Shares ^ | Other securities | — | — | $7.4M | 19.9% | |
| American Century American Century Retirement Hybrid 2030 Trust I 355,607 Shares ^ | Other securities | — | — | $5.0M | 13.4% | |
| Charles Schwab S&P 500 Index 52,793 Shares ^ | Common Collective Trusts | — | — | $4.8M | 12.8% | |
| Alta Trust AM1 Domestic Equity 236,906 Shares ^ | Other securities | — | — | $2.5M | 6.8% | |
| American Century American Century Retirement Hybrid 2055 Trust I 115,146 Shares ^ | Other securities | — | — | $1.9M | 5.0% | |
| Fidelity Investments Fidelity U.S. Sustainability Index Instl 67,920 Shares ^ | Mutual Funds | — | — | $1.8M | 4.7% | |
| American Century American Century Retirement Hybrid 2050 Trust I 95,330 Shares ^ | Other securities | — | — | $1.5M | 4.0% | |
| American Century American Century Retirement Hybrid 2045 Trust I 84,512 Shares ^ | Other securities | — | — | $1.3M | 3.5% | |
| Alta Trust AM1 Core Fixed Income 84,962 Shares ^ | Other securities | — | — | $952K | 2.6% | |
| Putnam Investments Putnam Sustainable Leaders R6 5,787 Shares ^ | Mutual Funds | — | — | $807K | 2.2% | |
| PIMCO Income Instl 67,076 Shares ^ | Mutual Funds | — | — | $706K | 1.9% | |
| American Century American Century Retirement Hybrid 2035 Trust I 47,458 Shares ^ | Other securities | — | — | $685K | 1.8% | |
| American Century American Century Retirement Hybrid 2060 Trust I 40,529 Shares ^ | Other securities | — | — | $658K | 1.8% | |
| Impax Asset Management Impax Sustainable Allocation Fund 25,120 Shares ^ | Other securities | — | — | $649K | 1.7% | |
| BNY Mellon BNY Mellon International Stock Index Inv 31,303 Shares ^ | Other securities | — | — | $599K | 1.6% | |
| Hartford Dividend And Growth R6 14,646 Shares ^ | Other securities | — | — | $505K | 1.4% | |
| AllSpring Special Mid Cap Value A 10,236 Shares ^ | Other securities | — | — | $471K | 1.3% | |
| dates ranging from March 2025 to September 2036 - | Other securities | — | — | $463K | 1.2% | |
| Calvert Investments Calvert Equity A 5,378 Shares ^ | Other securities | — | — | $412K | 1.1% | |
| Hartford Small Cap Value R6 28,950 Shares ^ | Other securities | — | — | $391K | 1.0% | |
| JP Morgan Investments JPMorgan Core Bond R6 37,821 Shares ^ | Other securities | — | — | $383K | 1.0% | |
| Federated Investors Federated Hermes MDT All Cap Core A 7,968 Shares ^ | Other securities | — | — | $358K | 1.0% | |
| Parnassus Investments Parnassus Core Equity Instl 5,841 Shares ^ | Other securities | — | — | $349K | 0.9% | |
| Jensen Investments Jensen Quality Growth J 5,115 Shares ^ | Other securities | — | — | $298K | 0.8% | |
| Alta Trust AM1 International Equity 29,396 Shares ^ | Other securities | — | — | $289K | 0.8% | |
| MFS Research International R6 11,528 Shares ^ | Mutual Funds | — | — | $256K | 0.7% | |
| BNY Mellon BNY Mellon Smallcap Stock Index Inv 9,601 Shares ^ | Other securities | — | — | $232K | 0.6% | |
| MFS Mid Cap Growth R6 6,215 Shares ^ | Mutual Funds | — | — | $195K | 0.5% | |
| American Century American Century Government Bond Inv 19,708 Shares ^ | U.S. Treasuries | — | — | $181K | 0.5% | |
| BNY Mellon BNY Mellon Bond Market Index Inv 19,161 Shares ^ | Other securities | — | — | $170K | 0.5% | |
| American Century American Century Retirement Hybrid Income Trust I 11,491 Shares ^ | Other securities | — | — | $158K | 0.4% | |
| Cohen & Steers Cohen & Steers Realty Shares 2,148 Shares ^ | Other securities | — | — | $141K | 0.4% | |
| American Century American Century Retirement Hybrid 2065 Trust I 9,794 Shares ^ | Other securities | — | — | $130K | 0.3% | |
| PIMCO Total Return A 14,100 Shares ^ | Mutual Funds | — | — | $120K | 0.3% | |
| BNY Mellon BNY Mellon Midcap Index Inv 4,086 Shares ^ | Other securities | — | — | $115K | 0.3% | |
| Charles Schwab Health Care 4,513 Shares ^ | Mutual Funds | — | — | $105K | 0.3% | |
| Empower Annuity Insurance Company of America GWI Fixed Account - Series Class V ^ | Common Stocks | — | — | $104K | 0.3% | |
| Alta Trust AM1 Portfolio Diversifiers 8,943 Shares ^ | Other securities | — | — | $92K | 0.2% | |
| Alta Trust AM1 Income 7,592 Shares ^ | Other securities | — | — | $78K | 0.2% | |
| Clearbridge International Growth Is 884 Shares ^ | Other securities | — | — | $57K | 0.2% | |
| Buffalo Funds Buffalo Small Cap 3,788 Shares ^ | Other securities | — | — | $56K | 0.2% | |
| American Century American Century Retirement Hybrid 2025 Trust I 76 Shares ^ | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $74K | — |
| ONE DIGITAL TOPCO LLC DBA RESOURCES | — | DALLAS, TX | INVESTMENT ADVISOR | $10K | — |
