--- title: 401(k) Case Studies description: Exploring 401(k) plans? Learn how companies across industries work with Carbon Collective to offer their employees more sustainable investing options. --- [![](https://www.carboncollectiveinvesting.com/hubfs/raw_assets/public/_carbon-collective/assets/img/carbon-collective_logo.svg)](https://carboncollective.co/) - [Blog](https://blog.carboncollective.co/) - [Sign up](https://carboncollective.typeform.com/to/fTDTVMgy) - [Learn more](https://carboncollective.co/) # 401(k) Case Studies Exploring 401(k) plans? Learn how companies across industries work with Carbon Collective to offer their employees more sustainable investing options. [![401k plan case study](https://www.carboncollectiveinvesting.com/hs-fs/hubfs/truly%20bookkeeping%20(1).png?width=360&height=240&name=truly%20bookkeeping%20(1).png)](https://www.carboncollectiveinvesting.com/401k/case-studies/truly-bookkeeping) ## [Beyond Paychecks: A Small Business's Journey to Empower its Team's Financial Future](https://www.carboncollectiveinvesting.com/401k/case-studies/truly-bookkeeping) “I think a lot of business owners are intimidated about taking that step forward, but everybody... [show more](https://www.carboncollectiveinvesting.com/401k/case-studies/truly-bookkeeping) [![](https://www.carboncollectiveinvesting.com/hs-fs/hubfs/mast%20reforestation%20(1).png?width=360&height=240&name=mast%20reforestation%20(1).png)](https://www.carboncollectiveinvesting.com/401k/case-studies/mast-reforestation) ## [Setting Up a 401(k) Plan Worthy of Mast Reforestation’s Mission](https://www.carboncollectiveinvesting.com/401k/case-studies/mast-reforestation) Introduction Mast Reforestation is a climate tech company on an ambitious mission: to make... [show more](https://www.carboncollectiveinvesting.com/401k/case-studies/mast-reforestation) [![climate club 401k](https://www.carboncollectiveinvesting.com/hs-fs/hubfs/401k/Case%20Studies/climate%20club%20(2).png?width=360&height=240&name=climate%20club%20(2).png)](https://www.carboncollectiveinvesting.com/401k/case-studies/climate-club) ## [Green 401(k) Case Study: Closing the Gap Between Corporate Climate Intention & Action with Climate Club](https://www.carboncollectiveinvesting.com/401k/case-studies/climate-club) Introduction Climate Club is a Sustainability Success Platform that helps sustainability leaders... [show more](https://www.carboncollectiveinvesting.com/401k/case-studies/climate-club) [![climate people 401k](https://www.carboncollectiveinvesting.com/hs-fs/hubfs/401k/Case%20Studies/401k%20Case%20Studies%201200x630px%20(800%20%C3%97%20630%20px).png?width=360&height=240&name=401k%20Case%20Studies%201200x630px%20(800%20%C3%97%20630%20px).png)](https://www.carboncollectiveinvesting.com/401k/case-studies/climate-people) ## [Climate People’s Mission-Aligned 401(k) Plans](https://www.carboncollectiveinvesting.com/401k/case-studies/climate-people) Introduction As a technology recruiting firm focused on placing mission-driven professionals at... [show more](https://www.carboncollectiveinvesting.com/401k/case-studies/climate-people) - Portfolios - [Performance](https://www.carboncollectiveinvesting.com/returns) - About - [Sustainable 401(k)](https://www.carboncollectiveinvesting.com/401k) - Learn - [FAQ](https://www.carboncollective.co/en/knowledge/faqs) - [Sustainable Investing](https://www.carboncollective.co/sustainable-investing) - [Investing Basics](https://www.carboncollective.co/sustainable-investing/investing-basics) - Contact - [Contact us](mailto:hello@carboncollective.co) - [Legal](https://www.carboncollective.co/legal) - [Privacy Policy](https://www.carboncollectiveinvesting.com/hubfs/2022-11%20Carbon%20Collective%20Privacy%20Policy.pdf) - [Back to top](https://www.carboncollectiveinvesting.com/401k/case-studies#top-of-page) DISCLAIMERS: Advisory services provided by Carbon Collective Investment LLC (“Carbon Collective"), an SEC-registered investment adviser. A copy of Carbon Collective's current written disclosure statement discussing Carbon Collective’s business operations, services, and fees is available at the SEC’s investment adviser public information website – [www.adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/310129) or [our legal documents here](https://blog.carboncollective.co/legal-documents/). The articles and research support materials available on this site are educational and are not intended to be investment or tax advice. Carbon Collective does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Carbon Collective’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Investments in securities: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Carbon Collective's charges and expenses. Carbon Collective's internet-based advisory services are designed to assist clients in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see our Form CRS, Form ADV Part 2 and other disclosures. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Carbon Collective is not registered. © 2026 Carbon Collective Corporation. All rights reserved. ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "contentUrl" : "https://20345524.fs1.hubspotusercontent-na2.net/hubfs/20345524/Truly%20Bookkeeping%20Case%20Study.mp4", "dateModified" : "2023-08-15T19:52:36.728Z", "description" : "Discover how Truly Bookkeeping, a forward-thinking small business, transformed its workforce's financial future through innovative 401(k) benefits.", "duration" : "PT11M9S", "height" : 720, "name" : "Beyond Paychecks: A Small Business's Journey to Empower its Team's Financial Future", "thumbnailUrl" : "https://api-na2.hubspot.com/filemanager/api/v3/files/thumbnail-redirect/129420616246?portalId=20345524&size=medium", "uploadDate" : "2023-08-10T14:55:37.926Z", "width" : 1280 } ``` ```json { "@context" : "https://schema.org", "@type" : "Organization", "alternateName" : "Carbon Collective", "contactPoint" : { "@type" : "ContactPoint", "areaServed" : "US", "availableLanguage" : "en", "contactType" : "customer service", "telephone" : "(650) 868-2697" }, "logo" : "https://www.carboncollective.co/hubfs/CarbonCollectiveLogo.png", "name" : "Carbon Collective Investing LLC", "sameAs" : [ "https://www.facebook.com/carboncollectiveinvesting/", "https://twitter.com/carbncollective", "https://www.instagram.com/carbon.collective/", "https://www.youtube.com/channel/UC769Y-F-L_B37kyQfdpvyXA", "https://www.linkedin.com/company/carbon-collective/", "https://www.crunchbase.com/organization/carbon-collective", "https://adviserinfo.sec.gov/firm/summary/310129", "https://www.wikidata.org/wiki/Q110243690" ], "url" : "https://www.carboncollective.co/" } ```