Plan Snapshot
- Plan Sponsor: Cleanrite, INC.
- Sponsor EIN: 942623760
- Sponsor Address: 2684 HIGHWAY 32 SUITE 100, CHICO, CA, 95973
- Plan Type: 401(k)
- Total Participants: 136
- Total Assets: $5.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 136 | $5.9M | $491,635 | $388,805 |
| 2023 | 140 | $4.6M | $448,272 | $263,289 |
| 2022 | 123 | $4.1M | $188,643 | $235,213 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — 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 | $31,100 | $19,331 | — | — | — |
| 2023 | $31,355 | $20,766 | — | — | — |
| 2022 | $29,795 | $20,430 | $9,365 | — | — |