# Climateworks Foundation 401(k) Plan
Source: https://planprovider.pro/companies/climateworks-foundation-401k-plan

> Climateworks Foundation's 401(k) plan: 179 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Climateworks Foundation

- **Sponsor EIN:** 262303250

- **Sponsor Address:** 235 MONTGOMERY STREET, SAN FRANCISCO, CA, 94104

- **Plan Type:** 401(k)

- **Total Participants:** 179

- **Total Assets:** $37.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|179|$37.3M|$3.5M|$2.2M|

| 2023|160|$28.8M|$3.0M|$1.9M|

| 2022|147|$21.4M|$2.3M|$1.5M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ONEDIGITAL INVESTMENT ADVISORS LLC|INVESTMENT ADVISOR|$74,109|—|$74,109|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$16,559|—|$16,559|

| ONE DIGITAL TOPCO LLC DBA RESOURCES|INVESTMENT ADVISOR|$10,033|—|$10,033|

| RESOURCES INVESTMENT ADVISORS, LLC|INVESTMENT MGMT|$8,304|—|$8,304|

| CBIZ CPAS, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ONEDIGITAL INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/onedigital-investment-advisors-llc) — INVESTMENT ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $109,005

- **Estimated Expense Ratio:** 0.292% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$109,005|$92,446|—|—|—|

| 2023|$78,489|$62,738|—|—|—|

| 2022|$64,315|$53,316|$10,999|—|—|

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