Susan Peterson signed Climate by Design International, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Climate by Design International, Inc.'s EIN is 41-1697241.
Download the official 2024 Form 5500 (PDF) for Climate by Design International, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Climate by Design International, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $26K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MURRAY FINANCIAL GROUP DBA ISC FINA | 45-0834412 |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMF 2030 TARGET DATE R5E | Registered Investment Companies | — | — | $1.8M | 14.4% | |
| AMF THE GR FUND OF AMERICA R5E | Registered Investment Companies | — | — | $1.3M | 10.9% | |
| AMERICAN BALANCED R5E | Registered Investment Companies | — | — | $1.0M | 8.3% | |
| FUNDAMENTAL INVS R5E | Registered Investment Companies | — | — | $1.0M | 8.2% | |
| AMERICAN FUNDS NEW PERSP R5E | Registered Investment Companies | — | — | $855K | 6.9% | |
| AMF 2045 TARGET DATE R5E | Registered Investment Companies | — | — | $587K | 4.8% | |
| AF SMALLCAP WORLD R5E | Registered Investment Companies | — | — | $578K | 4.7% | |
| AMF 2025 TARGET DATE FD R5E | Registered Investment Companies | — | — | $487K | 4.0% | |
| AMF 2035 TARGET DATE R5E | Registered Investment Companies | — | — | $440K | 3.6% | |
| FRANKLIN INCOME FUND R6 | Registered Investment Companies | — | — | $420K | 3.4% | |
| SCHWAB S&P 500 INDEX FUND | Registered Investment Companies | — | — | $370K | 3.0% | |
| AMF 2040 TARGET DATE R5E | Registered Investment Companies | — | — | $345K | 2.8% | |
| AMF 2050 TARGET DATE R5E | Registered Investment Companies | — | — | $305K | 2.5% | |
| AMF 2055 TARGET DATE R5E | Registered Investment Companies | — | — | $278K | 2.3% | |
| AMF 2020 TARGET DATE R5E | Registered Investment Companies | — | — | $264K | 2.1% | |
| SCHWAB TOTAL STOCK MRKT INDE | Registered Investment Companies | — | — | $234K | 1.9% | |
| AMF 2065 TARGET DATE R5E | Registered Investment Companies | — | — | $228K | 1.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $224K | 1.8% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $203K | 1.6% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $188K | 1.5% | |
| FIDELITY MULTI-ASSET INDEX | Registered Investment Companies | — | — | $174K | 1.4% | |
| FRANKLIN UTILITIES FUND - R6 | Registered Investment Companies | — | — | $150K | 1.2% | |
| AF CAP WORLD GR&INC R5E | Registered Investment Companies | — | — | $132K | 1.1% | |
| AMF 2060 TARGET DATE R5E | Registered Investment Companies | — | — | $111K | 0.9% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $110K | 0.9% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $92K | 0.7% | |
| AMF 2010 TARGET DATE R5E | Registered Investment Companies | — | — | $80K | 0.6% | |
| SCHWAB FMTL US LG CO INDEX | Registered Investment Companies | — | — | $63K | 0.5% | |
| AMER FUNDS EUROPACIFIC GR R5E | Registered Investment Companies | — | — | $63K | 0.5% | |
| BOND FUND OF AMER R5E | Registered Investment Companies | — | — | $43K | 0.4% | |
| FRANKLIN SMALL MID CAP GR R6 | Registered Investment Companies | — | — | $6K | <0.1% | |
| AMF 2015 TARGET DATE R5E | Registered Investment Companies | — | — | $5K | <0.1% | |
| AMC SMALL CAP GROWTH - R6 | Registered Investment Companies | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $66K |
| — |
