Back to filter
Original filing (PDF)20251015070209NAL0003946289003
EARTHSCOPE CONSORTIUM
Form 5500
FILING_RECEIVED
EARTHSCOPE CONSORTIUM 403B
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
164
Accounts w/ balance
317
Plan assets (EOY)
$55.3M
Net assets (EOY)
$55.3M
How this plan invests
This plan
1 pooled trust
Schedule D
55 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EARTHSCOPE CONSORTIUM.
Plan sponsor
Name
EARTHSCOPE CONSORTIUM
EIN
52-1362650
Address
1200 NEW YORK AVENUE, NW, STE 454 · WASHINGTON, DC · 200053928
Phone
(202) 682-2220
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $15K | — |
| TIAA | 13-1624203 | — | NONE | $10K | — |
Investments
54 direct securities · 1 pooled fund· $54.9M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$46.8M
53 holdings
Mutual Funds
$6.6M
1 holding
Pooled Separate Account
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Stock R1 N/A | — | — | — | $8.1M | 14.6% | |
| Vanguard 500 Idx Adm N/A | Mutual Funds | — | — | $6.6M | 11.9% | |
| Fixed annuities TIAA-CREF TIAA Traditional N/A | — | — | — | $6.1M | 11.0% | |
| TIAA-CREF Lfcyle Idx 2010-Rtmt N/A | — | — | — | $2.6M | 4.7% | |
| CREF Growth R1 N/A | — | — | — | $2.5M | 4.6% | |
| Vanguard Ttl Intl Stk Idx Adm N/A | — | — | — | $2.4M | 4.3% | |
| Vanguard Extended Mkt Idx Adm N/A | — | — | — | $2.0M | 3.7% | |
| CREF Equity Index R1 N/A | — | — | — | $1.9M | 3.4% | |
| TIAA-CREF Lfcyle Idx 2040-Rtmt N/A | — | — | — | $1.8M | 3.3% | |
| TIAA-CREF Lfcyle Idx 2035-Rtmt N/A | — | — | — | $1.7M | 3.0% | |
| TIAA-CREF Harbor Capital Appreciation In N/A | — | — | — | $1.6M | 3.0% | |
| Vanguard Ttl Bd Mkt Idx Adm N/A | — | — | — | $1.6M | 2.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.5M | 2.8% | |
| CREF Global Equities R1 N/A | — | — | — | $1.5M | 2.8% | |
| MFS Value Fund Class R4 N/A | — | — | — | $1.3M | 2.3% | |
| CREF Social Choice R1 N/A | — | — | — | $1.2M | 2.1% | |
| MFS Mid Cap Value Class R4 N/A | — | — | — | $1.0M | 1.9% | |
| TIAA-CREF Money Market-Rtmt N/A | — | — | — | $778K | 1.4% | |
| Registered investment companies TIAA-CREF CREF Core Bond R1 N/A | — | — | — | $679K | 1.2% | |
| TIAA-CREF Lfcyle Idx 2045-Rtmt N/A | — | — | — | $614K | 1.1% | |
| American Funds AF EuroPacific Growth Fund R4 N/A | — | — | — | $591K | 1.1% | |
| TIAA-CREF Lfcyle Idx 2025-Rtmt N/A | — | — | — | $565K | 1.0% | |
| TIAA-CREF Lfcyle Idx 2050-Rtmt N/A | — | — | — | $533K | 1.0% | |
| TIAA-CREF Lfcyle Idx 2055-Rtmt N/A | — | — | — | $482K | 0.9% | |
| TIAA Access Nuv LgCp Res Eq T4 N/A | — | — | — | $472K | 0.9% | |
| Allspring Spec SmallCap Val R6 N/A | — | — | — | $409K | 0.7% | |
| TIAA Access Lifecycle 2040 T4 N/A | — | — | — | $381K | 0.7% | |
| CREF Money Market R1 N/A | — | — | — | $368K | 0.7% | |
| Harbor Dodge & Cox Income Fund I N/A | — | — | — | $332K | 0.6% | |
| TIAA Access Lg-Cap Gr T4 N/A | — | — | — | $327K | 0.6% | |
| CREF Inflation-Linked Bond R1 N/A | — | — | — | $320K | 0.6% | |
| Massachusetts Financial Services MFS Mid Cap Growth Fund R4 N/A | — | — | — | $319K | 0.6% | |
| TIAA Access Lifecycle 2035 T4 N/A | — | — | — | $252K | 0.5% | |
| TIAA Access Intl Equity T4 N/A | — | — | — | $244K | 0.4% | |
| TIAA-CREF Lfcyle Idx 2030-Rtmt N/A | — | — | — | $203K | 0.4% | |
| TIAA Access Lg-Cap Val T4 N/A | — | — | — | $189K | 0.3% | |
| TIAA Access Lifecycle 2025 T4 N/A | — | — | — | $148K | 0.3% | |
| TIAA Access Mid-Cap Val T4 N/A | — | — | — | $148K | 0.3% | |
| TIAA-CREF Lfcyle Idx 2015-Rtmt N/A | — | — | — | $147K | 0.3% | |
| TIAA-CREF Lfcyle Idx 2060-Rtmt N/A | — | — | — | $141K | 0.3% | |
| TIAA Access Real Est Secs T4 N/A | — | — | — | $131K | 0.2% | |
| Principal Small Cap Grw I R5 N/A | — | — | — | $129K | 0.2% | |
| TIAA Access Sm-Cap Eq T4 N/A | — | — | — | $110K | 0.2% | |
| TIAA Access Equity Index T4 N/A | — | — | — | $105K | 0.2% | |
| TIAA Access Sm-Cap Bl Idx T4 N/A | — | — | — | $91K | 0.2% | |
| TIAA-CREF Lfcyle Idx 2065-Rtmt N/A | — | — | — | $69K | 0.1% | |
| TIAA Access Lifecycle 2045 T4 N/A | — | — | — | $62K | 0.1% | |
| TIAA-CREF Lfcyle Idx 2020-Rtmt N/A | — | — | — | $46K | <0.1% | |
| TIAA AccessCore Equity T4 N/A | — | — | — | $36K | <0.1% | |
| TIAA Access Mid-Cap Gr T4 N/A | — | — | — | $31K | <0.1% | |
| TIAA Access Lifecycle 2020 T4 N/A | — | — | — | $29K | <0.1% | |
| TIAA Access Lifecycle 2050 T4 N/A | — | — | — | $22K | <0.1% | |
| TIAA Access Lifecycle 2030 T4 N/A | — | — | — | $11K | <0.1% | |
| TIAA Access Core Bond Plus T4 N/A | — | — | — | $9K | <0.1% | |
| TIAA-CREF Lfcyle Idx RtIn-Rtmt N/A | — | — | — | $3K | <0.1% |
Related plans
Other plans using CAPFINANCIAL PARTNERS LLC
CHEVRON CORPORATION
CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN
$20.4B · 22,195 participants
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
$16.8B · 17,444 participants
THE MOUNT SINAI MEDICAL CENTER
THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN
$9.5B · 46,304 participants
WASHINGTON UNIVERSITY IN ST. LOUIS
WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN
$7.5B · 27,547 participants
PHILIPS NORTH AMERICA LLC
PHILIPS NORTH AMERICA 401(K) PLAN
$6.4B · 17,066 participants
GEICO CORPORATION
GEICO 401(K) SAVINGS PLAN
$6.2B · 28,209 participants
Similar-size All Other Professional Services plans
QUANTECH SERVICES, INC.
QUANTECH SERVICES, INC. 401K PROFIT SHARING PLAN AND TRUST
$55.4M · 245 participants
ISLAND PEER REVIEW ORGANIZATION, INC.
RETIREMENT PLAN FOR EMPLOYEES OF ISLAND PEER REVIEW ORGANIZATION, INC.
$55.0M · 311 participants
DIALOGDIRECT, INC.
QUALFON/DIALOG DIRECT 401K PLAN
$55.7M · 3,089 participants
POPULATION SERVICES INTERNATIONAL
THE POPULATION SERVICES INTERNATIONAL RETIREMENT PLAN
$55.9M · 204 participants
MEDBEST MEDICAL MANAGEMENT, INC.
MEDBEST MEDICAL MANAGEMENT 401(K) PLAN
$55.9M · 728 participants
BERLINROSEN HOLDINGS
BERLINROSEN HOLDINGS 401(K) PLAN
$55.9M · 582 participants
Large plans in District of Columbia
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS
CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS
$27.4B · 104,686 participants
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
VANTAGETRUST COMPANY, LLC
VTI MISSIONSQUARE PLUS FUND
$9.8B
DANAHER CORPORATION
DANAHER CORPORATION & SUBSIDIARIES SAVINGS PLAN
$6.5B · 23,252 participants
FEDERAL NATIONAL MORTGAGE ASSOCIATION
FEDERAL NATIONAL MORTGAGE ASSOCIATION RETIREMENT SAVINGS PLAN FOR EMPLOYEES
$4.6B · 8,187 participants
BD OF TTEES OF THE S.E.I.U PENSION PLANS MASTER TRUST
S.E.I.U PENSION PLANS MASTER TRUST
$3.7B