# Nextgen Climate Action 401(k) Plan
Source: https://planprovider.pro/companies/nextgen-climate-action-401k-plan

> Nextgen Climate Action's 401(k) plan: 81 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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