Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CLIMATE ADVISERS INCORPORATED
EIN 26-0609378public policyLatest filing 2025
Plans
2
Retirement
2
$5.6M assets
Welfare
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 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CLIMATE ADVISERS INCORPORATED 401(K) RATE GROUP PROFIT SHARING PLAN AND TRUST
401k
Assets$4.0M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CLIMATE ADVISERS SUPPLEMENTAL RETIREMENT PLAN
CashBalance
Assets$1.6M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLIMATE ADVISERS INCORPORATED 401(K) RATE GROUP PROFIT SHARING PLAN AND TRUST | 401k | $4.0M | 26 | 2025 | |
| 002 | CLIMATE ADVISERS SUPPLEMENTAL RETIREMENT PLAN | CashBalance | $1.6M | 13 | 2025 |
Retirement plans