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CALIFORNIA ENVIRONMENTAL VOTERS — CALIFORNIA ENVIRONMENTAL VOTERS 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250630110609NAL0027335426001
CALIFORNIA ENVIRONMENTAL VOTERS
Form 5500-SF
FILING_RECEIVED
CALIFORNIA ENVIRONMENTAL VOTERS 401(K) PLAN
401(k) retirement plan
Active participants
52
Accounts w/ balance
48
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
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
CALIFORNIA ENVIRONMENTAL VOTERS
.
Find decision makers
Plan sponsor
Name
CALIFORNIA ENVIRONMENTAL VOTERS
EIN
94-3169564
Address
350 FRANK H. OGAWA PLAZA · SUITE 1100 · OAKLAND, CA · 94612
Phone
(510) 271-0900
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2024-12-31
Filed
2025-06-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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JARC
403(B) THRIFT PLAN FOR EMPLOYEES OF JARC
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.6M · 50 participants
DE LA SALLE HIGH SCHOOL OF NEW ORLEANS, INC.
DE LA SALLE HIGH SCHOOL OF NEW ORLEANS TIAA-CREF
$2.6M · 46 participants
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EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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$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
