How big is Earthjustice's plan?

Earthjustice's plan reported $142.5M in assets and 654 participants for 2024.

Original filing (PDF)20251015165451NAL0006831600001

Earthjustice

Name: Earthjustice — Earthjustice 403(b) Plan, Form 5500 (2024)
Creator: Earthjustice
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Earthjustice 403(b) Plan

403(b) retirement plan · Earthjustice's Earthjustice 403(b) Plan held $142.5M in plan assets for 654 participants in 2024, with Newport Group as recordkeeper.

Signals · 2

Late participant contributionsSelf-directed brokerage offered

Active participants

654

Accounts w/ balance

729

Plan assets (EOY)

$142.5M

Net assets (EOY)

$142.5M

People on this filing

Connor Fournier signed Earthjustice's 2024 Form 5500 as plan administrator.

Connor Fournier — 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

Earthjustice's EIN is 94-1730465.

EIN 94-1730465

Plan number 026

Plan year 2024

ACK ID 20251015165451NAL0006831600001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Earthjustice's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window.

Decision-maker contacts

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

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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

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 1889K (11% of contributions).

Helping the score

Below-peer total plan cost (88th percentile).

Plan sponsor

Name

EARTHJUSTICE

EIN

all filings

Address

180 STEUART ST · #194330 · SAN FRANCISCO, CA · 94105

Phone

(415) 217-2000

Industry

Law Offices· Professional & Technical Services

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

Service providers (Schedule C)

1 rows

Recordkeeper

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)

Mutual Funds

$115.4M

16 holdings

Common Collective Trusts

$21.5M

4 holdings

Common Stocks

$1.8M

1 holding

Other securities

$1.6M

8 holdings

U.S. Treasuries

$1.4M

1 holding

Bonds / Notes

$601K

1 holding

Self-Directed Brokerage

$193K

1 holding

					% of plan
Vanguard Institutional Target Retirement 2040 Mutual fund	Mutual Funds	—	—	$20.3M	14.2%
Vanguard Institutional Target Retirement 2045 Mutual fund	Mutual Funds	—	—	$15.5M	10.9%
Vanguard Institutional Target Retirement 2050 Mutual fund	Mutual Funds	—	—	$15.5M	10.9%
Vanguard Institutional Target Retirement 2030 Mutual fund	Mutual Funds	—	—	$12.9M	9.1%
Vanguard Institutional Target Retirement 2055 Mutual fund	Mutual Funds	—	—	$12.2M	8.6%
Fidelity 500 Index Mutual fund	Common Collective Trusts	—	—	$8.6M	6.0%
Vanguard Institutional Target Retirement 2025 Mutual fund	Mutual Funds	—	—	$8.4M	5.9%
Vanguard Total Stock Market Index Admiral Mutual fund	Common Collective Trusts	—	—	$8.1M	5.7%
Vanguard Institutional Target Retirement 2035 Mutual fund	Mutual Funds	—	—	$7.9M	5.6%
Vanguard Institutional Target Retirement 2060 Mutual fund	Mutual Funds	—	—	$5.0M	3.5%
Vanguard FTSE Social Index Fund Mutual fund	Common Collective Trusts	—	—	$4.1M	2.8%
Fidelity International Index Mutual fund	Mutual Funds	—	—	$3.4M	2.4%
Vanguard Target Retirement Income Fund Mutual fund	Mutual Funds	—	—	$3.1M	2.2%
Vanguard Total Bond Market Index Admiral Mutual fund	Mutual Funds	—	—	$3.0M	2.1%
Vanguard Institutional Target Retirement 2020 Mutual fund	Mutual Funds	—	—	$2.8M	2.0%
Vanguard Extended Market Index Admiral Mutual fund	Mutual Funds	—	—	$2.0M	1.4%
Life Insurance Co. of the Southwest Annuity contract	Common Stocks	—	—	$1.8M	1.3%
Vanguard Federal Money Market Inv Cash and cash equivalent	Mutual Funds	—	—	$1.5M	1.0%
Calvert Bond R6 Mutual fund	U.S. Treasuries	—	—	$1.4M	1.0%
DFA Intl Sustainability Core 1 Mutual fund	Mutual Funds	—	—	$1.0M	0.7%
Vanguard Total International Bond Index Fund Admiral Shares Mutual fund	Common Collective Trusts	—	—	$801K	0.6%
Vanguard Short-Term Bond Index Admiral Mutual fund	Mutual Funds	—	—	$786K	0.6%
Nationwide Annuity Contract Annuity contract	Other securities	—	—	$616K	0.4%
Participant loans 5.25% to 10.50%, various maturities	Bonds / Notes	—	—	$601K	0.4%
Calvert Social Investment Fund Equity - A Mutual fund	Other securities	—	—	$394K	0.3%
Domini Social Equity Investor Fund Mutual fund	Other securities	—	—	$242K	0.2%
Brokerage Link Participant self-directed brokerage account assets	Self-Directed Brokerage	—	—	$193K	0.1%
Calvert Small Cap Fund - A Mutual fund	Other securities	—	—	$119K	<0.1%
Domini Social Bond Investor Fund Mutual fund	Other securities	—	—	$113K	<0.1%
Calvert Social Investment Fund Bond - A Mutual fund	Other securities	—	—	$84K	<0.1%
Domini International Social Equity Investor Fund Mutual fund	Other securities	—	—	$19K	<0.1%
Calvert World Values Intl Equity Fund - A Mutual fund	Other securities	—	—	$11K	<0.1%