How big is Climate First Bank's plan?

Climate First Bank's plan reported $4.0M in assets and 88 participants for 2024.

Original filing (PDF)20251013120305NAL0002778562001

Climate First Bank

Name: Climate First Bank — Climate First Bank 401(k) Plan, Form 5500 (2024)
Creator: Climate First Bank
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Climate First Bank 401(k) Plan

401(k) retirement plan · Climate First Bank's Climate First Bank 401(k) Plan held $4.0M in plan assets for 88 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Jennifer Biegemeier signed Climate First Bank's 2024 Form 5500 as plan administrator.

Jennifer Biegemeier — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Climate First Bank's EIN is 86-3026358.

EIN 86-3026358

Plan number 001

Plan year 2024

ACK ID 20251013120305NAL0002778562001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Climate First Bank from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Climate First Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLIMATE FIRST BANK.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score