Climateworks Foundation Retirement Trust
Sponsored by Climateworks Foundation · EIN 262303250 · Plan #001
- Total assets
- $37.3M
- Net assets
- $37.3M
- Active participants
- 179
- With balances
- 219
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $74,109 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $16,559 |
| One Digital Topco Llc Dba Resources | Investment advisory (plan) | $10,033 |
| Resources Investment Advisors, Llc | Investment management | $8,304 |