Assets by plan
Share of aggregate retirement assets
Filings through .
Climate Advisers Incorporated
EIN 26-0609378public policyLatest filing 2025
Plans
2
Retirement
2
$5.6M assets
Health & Benefits
0
Participants
39
1930 18TH ST NW, SUITE B2#518 - WASHINGTON, DC 20009202-468-6443climateadvisers.orgLinkedIn11-50 employeespublic policy
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.6M assets / 39 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CLIMATE ADVISERS INCORPORATED 401(K) RATE GROUP PROFIT SHARING PLAN AND TRUST
401(k)
Assets$4.0M
Participants26
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
CLIMATE ADVISERS SUPPLEMENTAL RETIREMENT PLAN
Cash balance
Assets$1.6M
Participants13
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CLIMATE ADVISERS INCORPORATED 401(K) RATE GROUP PROFIT SHARING PLAN AND TRUST | 401(k) | $4.0M | 26 | 2025 |
| #002 | CLIMATE ADVISERS SUPPLEMENTAL RETIREMENT PLAN | Cash balance | $1.6M | 13 | 2025 |
- #001 · 401(k) · 202526
- #002 · Cash balance · 202513
Retirement plans