Plan Snapshot
- Plan Sponsor: Nextgen Climate Action
- Sponsor EIN: 461957345
- Sponsor Address: 548 MARKET STREET #98097, SAN FRANCISCO, CA, 941044527
- Plan Type: 401(k)
- Total Participants: 81
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 81 | $4.5M | $335,975 | $659,293 |
| 2023 | 76 | $3.4M | $284,188 | $384,593 |
| 2022 | 53 | $2.6M | $127,312 | $323,195 |
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 |
|---|---|---|---|---|
| POOLER CPA GROUP LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- POOLER CPA GROUP LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $2,564 | — | $1,704 | — | — |
| 2023 | $1,857 | — | $980 | — | — |
| 2022 | $2,134 | — | $2,134 | — | — |