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CALIFORNIA ENERGY EFFICIENCY I — CALIFORNIA ENERGY EFFICIENCY I 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250723143148NAL0008945970001
CALIFORNIA ENERGY EFFICIENCY I
Form 5500-SF
FILING_RECEIVED
CALIFORNIA ENERGY EFFICIENCY I 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
3
Accounts w/ balance
4
Plan assets (EOY)
$157K
Net assets (EOY)
$157K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CALIFORNIA ENERGY EFFICIENCY I
.
Find decision makers
Plan sponsor
Name
CALIFORNIA ENERGY EFFICIENCY I
EIN
27-0180889
Address
1111 BROADWAY STE 300 · OAKLAND, CA · 946074167
Phone
(925) 285-2850
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
2025-07-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
BASELINE ARCHITECTURE PC
BASELINE ARCHITECTURE PC 401(K) PROFIT SHARING PLAN & TRUST
$156K · 5 participants
RIDGEWOOD DENTAL CARE PLLC
RIDGEWOOD DENTAL CARE PLLC 401(K) PROFIT SHARING PLAN & TRUST
$156K · 5 participants
REVELATION CHURCH LA
REVELATION CHURCH LA
$156K · 55 participants
LAW OFFICE OF KYLE A PATRICK P
LAW OFFICE OF KYLE A PATRICK P 401(K) PROFIT SHARING PLAN & TRUST
$156K · 7 participants
SPEECH THERAPY GARDEN INC
SPEECH THERAPY GARDEN INC 401(K) PROFIT SHARING PLAN & TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$156K · 15 participants
GREENFIELD PARTNERS INC
GREENFIELD PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST
$157K · 20 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
