· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CLIMATE FINANCE SOLUTIONS, INC — Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250523200104NAL0010771666001
CLIMATE FINANCE SOLUTIONS, INC
Form 5500-SF
FILING_RECEIVED
CLIMATE FINANCE SOLUTIONS, INC
401(k) retirement plan
Active participants
10
Accounts w/ balance
11
Plan assets (EOY)
$217K
Net assets (EOY)
$217K
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
CLIMATE FINANCE SOLUTIONS, INC
.
Find decision makers
Plan sponsor
Name
CLIMATE FINANCE SOLUTIONS, INC
EIN
85-3692951
Address
600 F ST, SUITE 3 #125 · ARCATA, CA · 95521
Phone
(805) 259-7590
Industry
All Other Professional Services
· Professional & Technical Services
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
2025-05-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
OCP DIGITAL TECH PARTNERS LLC
OCP DIGITAL TECH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST
$217K · 15 participants
ROCKLAND CONSULTING GROUP LLC
ROCKLAND CONSULTING GROUP 401(K) PLAN
$217K · 6 participants
HELPING HEARTS RESIDENTIAL FAC
HELPING HEARTS RESIDENTIAL FAC 401(K) PROFIT SHARING PLAN & TRUST
$217K · 57 participants
RICHFAMILY LLC
RICHFAMILY LLC 401(K) PROFIT SHARING PLAN & TRUST
$217K · 7 participants
ORANGESTAR PROPERTY ADVISORS, INC.
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ORANGESTAR PROPERTY ADVISORS, INC. RETIREMENT TRUST
$217K · 7 participants
HEYER & ASSOCIATES EA, PA
HEYER AND ASSOCIATES EA, PA RETIREMENT TRUST
$217K · 3 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
