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Original filing (PDF)20250715174603NAL0003736992001
NEXTGEN CLIMATE ACTION
Form 5500
FILING_RECEIVED
NEXTGEN CLIMATE ACTION 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
43% in single holding
Active participants
81
Accounts w/ balance
204
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
79
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Dodge & Cox Stock Registered Investment Company" is 43% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEXTGEN CLIMATE ACTION.
Plan sponsor
Name
NEXTGEN CLIMATE ACTION
EIN
46-1957345
Address
548 MARKET STREET #98097 · SAN FRANCISCO, CA · 941044527
Phone
(415) 847-7091
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
2025-07-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
POOLER CPA GROUP LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
20 direct securities· $4.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Dodge & Cox Stock Registered Investment Company | — | — | — | $1.9M | 42.7% | |
| Fidelity U.S. Sustainability Index Registered Investment Company | — | — | — | $640K | 14.3% | |
| Parnassus Value Equity Registered Investment Company | — | — | — | $482K | 10.8% | |
| Natixis Sustainable Future 2060 Registered Investment Company | — | — | — | $250K | 5.6% | |
| Natixis Sustainable Future 2050 Registered Investment Company | — | — | — | $214K | 4.8% | |
| Natixis Sustainable Future 2030 Registered Investment Company | — | — | — | $203K | 4.5% | |
| Natixis Sustainable Future 2055 Registered Investment Company | — | — | — | $199K | 4.4% | |
| Dodge & Cox International Stock Registered Investment Company | — | — | — | $192K | 4.3% | |
| Natixis Sustainable Future 2020 Registered Investment Company ** 555 Natixis Sustainable Future 2065 Registered Investment Company | — | — | — | $111K | 2.5% | |
| Vanguard Total Bond Market Index Registered Investment Company | — | — | — | $79K | 1.8% | |
| Money Market Fund Vanguard Federal Money Market Money Market Fund | — | — | — | $49K | 1.1% | |
| Notes Receivable from Participants Maturity dates of 2028 to 2032 Interest rates from 4.25% - 9.00% - | — | — | — | $48K | 1.1% | |
| TIAA-CREF Core Impact Bond Registered Investment Company | — | — | — | $30K | 0.7% | |
| Natixis Sustainable Future 2045 Registered Investment Company | — | — | — | $24K | 0.5% | |
| Natixis Sustainable Future 2025 Registered Investment Company | — | — | — | $17K | 0.4% | |
| Calvert US Mid Cap Core Responsible Index Registered Investment Company | — | — | — | $6K | 0.1% | |
| TIAA-CREF Real Estate Securities Registered Investment Company | — | — | — | $5K | 0.1% | |
| Calvert Small-Cap Registered Investment Company | — | — | — | $4K | <0.1% | |
| Calvert Emerging Markets Equity Registered Investment Company | — | — | — | $3K | <0.1% | |
| iShares Russell Mid-Cap Index Registered Investment Company | — | — | — | $1K | <0.1% |
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