Plan Snapshot
- Plan Sponsor: Clean Green Development, LLC
- Sponsor EIN: 273288879
- Sponsor Address: 3627 E INDIAN SCHOOL RD STE 205, PHOENIX, AZ, 85018
- Plan Type: 401(k)
- Total Participants: 84
- Total Assets: $1.1M
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 | 84 | $1.1M | $4 | $183,627 |
| 2023 | 87 | $906,246 | $0 | $55,909 |
| 2022 | 52 | $742,752 | $0 | $106,200 |
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 |
|---|---|---|---|---|
| METZ & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- METZ & ASSOCIATES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $9,652 | $4,968 | — | — | — |
| 2023 | $1,707 | $1,346 | — | — | — |
| 2022 | $1,072 | — | — | — | — |