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Original filing (PDF)20251015165451NAL0006831600001
EARTHJUSTICE
Form 5500
FILING_RECEIVED
EARTHJUSTICE 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
654
Accounts w/ balance
729
Plan assets (EOY)
$142.5M
Net assets (EOY)
$142.5M
How this plan invests
This plan
32 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 (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EARTHJUSTICE.
Plan sponsor
Name
EARTHJUSTICE
EIN
94-1730465
Address
180 STEUART ST · #194330 · SAN FRANCISCO, CA · 94105
Phone
(415) 217-2000
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
026
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BPM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORD-KEEPER | $18K | — |
Investments
32 direct securities· $142.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Target Retirement 2040 Mutual fund | — | — | — | $20.3M | 14.2% | |
| Vanguard Institutional Target Retirement 2045 Mutual fund | — | — | — | $15.5M | 10.9% | |
| Vanguard Institutional Target Retirement 2050 Mutual fund | — | — | — | $15.5M | 10.9% | |
| Vanguard Institutional Target Retirement 2030 Mutual fund | — | — | — | $12.9M | 9.1% | |
| Vanguard Institutional Target Retirement 2055 Mutual fund | — | — | — | $12.2M | 8.6% | |
| Fidelity 500 Index Mutual fund | — | — | — | $8.6M | 6.0% | |
| Vanguard Institutional Target Retirement 2025 Mutual fund | — | — | — | $8.4M | 5.9% | |
| Vanguard Total Stock Market Index Admiral Mutual fund | — | — | — | $8.1M | 5.7% | |
| Vanguard Institutional Target Retirement 2035 Mutual fund | — | — | — | $7.9M | 5.6% | |
| Vanguard Institutional Target Retirement 2060 Mutual fund | — | — | — | $5.0M | 3.5% | |
| Vanguard FTSE Social Index Fund Mutual fund | — | — | — | $4.1M | 2.8% | |
| Fidelity International Index Mutual fund | — | — | — | $3.4M | 2.4% | |
| Vanguard Target Retirement Income Fund Mutual fund | — | — | — | $3.1M | 2.2% | |
| Vanguard Total Bond Market Index Admiral Mutual fund | — | — | — | $3.0M | 2.1% | |
| Vanguard Institutional Target Retirement 2020 Mutual fund | — | — | — | $2.8M | 2.0% | |
| Vanguard Extended Market Index Admiral Mutual fund | — | — | — | $2.0M | 1.4% | |
| Life Insurance Co. of the Southwest Annuity contract | — | — | — | $1.8M | 1.3% | |
| Vanguard Federal Money Market Inv Cash and cash equivalent | — | — | — | $1.5M | 1.0% | |
| Calvert Bond R6 Mutual fund | — | — | — | $1.4M | 1.0% | |
| DFA Intl Sustainability Core 1 Mutual fund | — | — | — | $1.0M | 0.7% | |
| Vanguard Total International Bond Index Fund Admiral Shares Mutual fund | — | — | — | $801K | 0.6% | |
| Vanguard Short-Term Bond Index Admiral Mutual fund | — | — | — | $786K | 0.6% | |
| Nationwide Annuity Contract Annuity contract | — | — | — | $616K | 0.4% | |
| Participant loans 5.25% to 10.50%, various maturities | — | — | — | $601K | 0.4% | |
| Calvert Social Investment Fund Equity - A Mutual fund | — | — | — | $394K | 0.3% | |
| Domini Social Equity Investor Fund Mutual fund | — | — | — | $242K | 0.2% | |
| Brokerage Link Participant self-directed brokerage account assets | — | — | — | $193K | 0.1% | |
| Calvert Small Cap Fund - A Mutual fund | — | — | — | $119K | <0.1% | |
| Domini Social Bond Investor Fund Mutual fund | — | — | — | $113K | <0.1% | |
| Calvert Social Investment Fund Bond - A Mutual fund | — | — | — | $84K | <0.1% | |
| Domini International Social Equity Investor Fund Mutual fund | — | — | — | $19K | <0.1% | |
| Calvert World Values Intl Equity Fund - A Mutual fund | — | — | — | $11K | <0.1% |
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