How big is Overture Climate LLC's plan?

Overture Climate LLC's plan reported $36K in assets and 4 participants for 2025.

Original filing (PDF)20260430220550NAL0000562960026

Overture Climate LLC

Name: Overture Climate LLC — Overture Climate 401(k) Plan, Form 5500 (2025)
Creator: Overture Climate LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Overture Climate 401(k) Plan

401(k) retirement plan · Overture Climate LLC's Overture Climate 401(k) Plan held $36K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$36K

Net assets (EOY)

$36K

People on this filing

Elantha Barry signed Overture Climate LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Overture Climate LLC's EIN is 87-2804180.

EIN 87-2804180

Plan number 001

Plan year 2025

ACK ID 20260430220550NAL0000562960026

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Overture Climate LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Overture Climate LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 OVERTURE CLIMATE LLC.

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Plan health score

Top-tier plan health

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

OVERTURE CLIMATE LLC

EIN

all filings

Address

3019 OCEAN PARK BLVD · 225 · SANTA MONICA, CA · 90405

Phone

(781) 439-5588

Industry

Finance & Insurance

Plan administrator