Plan Snapshot
- Plan Sponsor: Clean Energy
- Sponsor EIN: 954603747
- Sponsor Address: 4675 MACARTHUR COURT, NEWPORT BEACH, CA, 92660
- Plan Type: 401(k)
- Total Participants: 559
- Total Assets: $75.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 559 | $75.9M | $1.7M | $5.1M |
| 2023 | 494 | $62.8M | $1.9M | $4.8M |
| 2022 | 469 | $52.8M | $1.6M | $4.2M |
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 |
|---|---|---|---|---|
| LPL FINANCIAL LLC | Investment Advisor | $40,500 | — | $40,500 |
| FIDELITY WORKPLACE SERVICES LLC | Recordkeeper | $25,200 | — | $25,200 |
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $21,635 | — | $21,635 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL LLC — Investment Advisor
- GLOBAL RETIREMENT PARTNERS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,335
- Estimated Expense Ratio: 0.115% of plan assets
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 | $87,335 | $54,000 | — | — | — |
| 2023 | $65,105 | $54,000 | — | — | — |
| 2022 | $59,924 | — | — | — | — |