How big is Civic Ventures' plan?

Civic Ventures' plan reported $8.4M in assets and 14 participants for 2024.

Original filing (PDF)20250407064759NAL0024933616001

Civic Ventures

Name: Civic Ventures — Civic Ventures Defined Contribution, Form 5500 (2024)
Creator: Civic Ventures
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Civic Ventures Defined Contribution Retirement Plan

403(b) retirement plan · Civic Ventures' Civic Ventures Defined Contribution Retirement Plan held $8.4M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.4M

Net assets (EOY)

$8.4M

People on this filing

Anne Megan McCarthy signed Civic Ventures' 2024 Form 5500 as plan administrator.

Anne Megan McCarthy — 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

Civic Ventures' EIN is 94-3274339.

EIN 94-3274339

Plan number 001

Plan year 2024

ACK ID 20250407064759NAL0024933616001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Civic Ventures' plan includes a 403(b) annuity, 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 CIVIC VENTURES.

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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 (99th percentile).

Plan sponsor

Name

CIVIC VENTURES

DBA

COGENERATE

EIN

all filings

Address

1004B O'REILLY AVENUE · SAN FRANCISCO, CA · 94129

Phone

(415) 866-8379

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