Marvin NIM signed Nextgen Climate Action's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nextgen Climate Action's EIN is 46-1957345.
Download the official 2024 Form 5500 (PDF) for Nextgen Climate Action from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nextgen Climate Action's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Dodge & Cox Stock Registered Investment Company | Mutual Funds | — | — | $1.9M | 42.7% | |
| Fidelity U.S. Sustainability Index Registered Investment Company | Mutual Funds | — | — | $640K | 14.3% | |
| Parnassus Value Equity Registered Investment Company | Common Stocks | — | — | $482K | 10.8% | |
| Natixis Sustainable Future 2060 Registered Investment Company | Common Stocks | — | — | $250K | 5.6% | |
| Natixis Sustainable Future 2050 Registered Investment Company | Common Stocks | — | — | $214K | 4.8% | |
| Natixis Sustainable Future 2030 Registered Investment Company | Common Stocks | — | — | $203K | 4.5% | |
| Natixis Sustainable Future 2055 Registered Investment Company | Common Stocks | — | — | $199K | 4.4% | |
| Dodge & Cox International Stock Registered Investment Company | Mutual Funds | — | — | $192K | 4.3% | |
| Natixis Sustainable Future 2020 Registered Investment Company ** 555 Natixis Sustainable Future 2065 Registered Investment Company | Common Stocks | — | — | $111K | 2.5% | |
| Vanguard Total Bond Market Index Registered Investment Company | Mutual Funds | — | — | $79K | 1.8% | |
| Money Market Fund Vanguard Federal Money Market Money Market Fund | Mutual Funds | — | — | $49K | 1.1% | |
| Notes Receivable from Participants Maturity dates of 2028 to 2032 Interest rates from 4.25% - 9.00% - | Bonds / Notes | — | — | $48K | 1.1% | |
| TIAA-CREF Core Impact Bond Registered Investment Company | U.S. Treasuries | — | — | $30K | 0.7% | |
| Natixis Sustainable Future 2045 Registered Investment Company | Common Stocks | — | — | $24K | 0.5% | |
| Natixis Sustainable Future 2025 Registered Investment Company | Common Stocks | — | — | $17K | 0.4% | |
| Calvert US Mid Cap Core Responsible Index Registered Investment Company | Common Stocks | — | — | $6K | 0.1% | |
| TIAA-CREF Real Estate Securities Registered Investment Company | Mutual Funds | — | — | $5K | 0.1% | |
| Calvert Small-Cap Registered Investment Company | Common Stocks | — | — | $4K | <0.1% | |
| Calvert Emerging Markets Equity Registered Investment Company | Common Stocks | — | — | $3K | <0.1% | |
| iShares Russell Mid-Cap Index Registered Investment Company | Common Stocks | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
