Plan Snapshot
- Plan Sponsor: Clearway Energy Group LLC
- Sponsor EIN: 371820831
- Sponsor Address: 100 CALIFORNIA STREET, SAN FRANCISCO, CA, 94111
- Plan Type: 401(k)
- Total Participants: 892
- Total Assets: $151.2M
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 | 892 | $151.2M | $5.3M | $11.8M |
| 2023 | 849 | $122.9M | $4.5M | $9.5M |
| 2022 | 728 | $75.4M | $3.7M | $7.8M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $72,622 | — | $72,622 |
| NEWFRONT RETIREMENT SERVICES INC | ADVISOR | $59,583 | — | $59,583 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $27,795 | — | $27,795 |
| SENSIBA LLP | ACCOUNTANT/AUDITOR | $14,750 | — | $14,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- SENSIBA LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $174,750
- Estimated Expense Ratio: 0.116% 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 | $174,750 | $87,378 | — | $14,750 | — |
| 2023 | $168,474 | $43,265 | $300 | $22,125 | — |
| 2022 | $138,450 | $11,166 | — | — | — |