· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THE CLIMATE CENTER — THE CLIMATE CENTER 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250519161744NAL0000744113001
THE CLIMATE CENTER
Form 5500-SF
FILING_RECEIVED
THE CLIMATE CENTER 401(K) PLAN
401(k) retirement plan
Active participants
21
Accounts w/ balance
24
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
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 CENTER
.
Find decision makers
Plan sponsor
Name
THE CLIMATE CENTER
EIN
45-0485495
Address
1275 4TH STREET, #191 · SANTA ROSA, CA · 95404
Phone
(707) 525-1665
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
2025-05-19
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
THE MENOPAUSE SOCIETY
THE MENOPAUSE SOCIETY 403(B) PLAN
$1.1M · 7 participants
ALBUQUERQUE HISPANO CHAMBER OF COMMERCE
ALBUQUERQUE HISPANO CHAMBER OF COMMERCE 401(K) PLAN
$1.1M · 20 participants
BOARD OF TRUSTEES OF THE DAVID D. ALSTON SCHOLARSHIP FUND
DAVID D. ALSTON SCHOLARSHIP FUND
$1.1M · 503 participants
ASSOCIATION FOR BEHAVIORAL HEALTH AND WELLNESS
ASSOCIATION FOR BEHAVIORAL HEALTH AND WELLNESS 401(K) PLAN
$1.1M · 4 participants
UNITED WAY OF BUCKS COUNTY
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
UNITED WAY OF BUCKS COUNTY 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 14 participants
DACOTAH FOUNDATION
DACOTAH FOUNDATION RETIREMENT PLAN
$1.1M · 93 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
