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THE CLIMATE GROUP 403B RETIREMENT PLAN — Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251014104921NAL0002565633003
THE CLIMATE GROUP 403B RETIREMENT PLAN
Form 5500-SF
FILING_RECEIVED
THE CLIMATE GROUP 403B RETIREMENT PLAN
403(b) retirement plan
Active participants
20
Accounts w/ balance
44
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
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
THE CLIMATE GROUP 403B RETIREMENT PLAN
.
Find decision makers
Plan sponsor
Name
THE CLIMATE GROUP 403B RETIREMENT PLAN
EIN
43-2073566
Address
335 MADISON AVE, 4TH FLOOR · NEW YORK, NY · 100174675
Phone
(646) 233-0551
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
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
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COALITION TO SALUTE AMERICA'S HEROES FOUNDATION
CSAH 401(K) PROFIT SHARING PLAN
$1.0M · 8 participants
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.
INTERLEDGER FOUNDATION
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THE VISITING NURSE ASSOCIATION
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Large plans in New York
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$25.2B
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COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
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PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
