How big is The Climate Group 403(b) Retirement Plan's plan?

The Climate Group 403(b) Retirement Plan's plan reported $1.0M in assets and 20 participants for 2024.

Original filing (PDF)20251014104921NAL0002565633003

The Climate Group 403(b) Retirement Plan

Name: The Climate Group 403(b) Retirement Plan — Form 5500 (2024)
Creator: The Climate Group 403(b) Retirement Plan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

403(b) retirement plan · The Climate Group 403(b) Retirement Plan held $1.0M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

The Climate Group 403(b) Retirement Plan's EIN is 43-2073566.

EIN 43-2073566

Plan number 002

Plan year 2024

ACK ID 20251014104921NAL0002565633003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Climate Group 403(b) Retirement Plan from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Climate Group 403(b) Retirement Plan's plan includes ERISA 404(c) participant direction, a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE CLIMATE GROUP 403B RETIREMENT PLAN.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

THE CLIMATE GROUP 403B RETIREMENT PLAN

EIN

all filings

Address

335 MADISON AVE, 4TH FLOOR · NEW YORK, NY · 100174675

Phone

(646) 233-0551

Industry

Other Services (ex. Public Admin)

Plan administrator