· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ENVIRONMENTAL INITIATIVE — 403(B) THRIFT PLAN FOR EMPLOYEES OF ENVIRONMENTAL INITIATIVE, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251009144647NAL0004007843001
ENVIRONMENTAL INITIATIVE
Form 5500-SF
FILING_RECEIVED
403(B) THRIFT PLAN FOR EMPLOYEES OF ENVIRONMENTAL INITIATIVE
401(k) retirement plan
Active participants
15
Accounts w/ balance
29
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
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
ENVIRONMENTAL INITIATIVE
.
Find decision makers
Plan sponsor
Name
ENVIRONMENTAL INITIATIVE
EIN
41-1718834
Address
807 BROADWAY ST NE STE 230 · MINNEAPOLIS, MN · 554132490
Phone
(612) 334-3388
Industry
All Other Professional Services
· Professional & Technical Services
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
2025-10-09
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
WILLIAM DUNKEL
WILLIAM DUNKEL AND ASSOCIATES HR-10 PLAN
$3.0M · 2 participants
MOTIVATION EXCELLENCE INC.
MOTIVATION EXCELLENCE INC. 401K PROFIT SHARING PLAN & TRUST
$3.0M · 46 participants
PHOENIX POLLUTION CONTROL & ENVIRONMENTAL SERVICES, INC.
PHOENIX POLLUTION CONTROL & ENVIRONMENTAL SERVICES, INC. 401(K) PLAN
$3.0M · 37 participants
CSJB HOLDINGS, INC.
CSJB HOLDINGS, INC. 401(K) PLAN
$3.0M · 54 participants
XTALPI INC.
XTALPI INC 401(K) PLAN
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.
$3.0M · 32 participants
RAD MD LLC
RAD MD LLC 401(K) PROFIT SHARING PLAN & TRUST
$3.0M · 36 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B