Plan Snapshot
- Plan Sponsor: Cypress Creek Renewables, LLC
- Sponsor EIN: 465665726
- Sponsor Address: 3402 PICO BLVD., SUITE 180, SANTA MONICA, CA, 90405
- Plan Type: 401(k)
- Total Participants: 401
- Total Assets: $50.8M
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 | 401 | $50.8M | $2.8M | $4.7M |
| 2023 | 396 | $43.4M | $4.1M | $4.7M |
| 2022 | 369 | $29.6M | $3.4M | $3.9M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | NONE | $79,748 | — | $79,748 |
| CREATIVE PLANNING HOLDCO LLC | NONE | $72,941 | — | $72,941 |
| LOCKTON INVESTMENT ADVISORS | NONE | $19,338 | — | $19,338 |
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | $2,694 | — | $2,694 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES INC — NONE
- CREATIVE PLANNING HOLDCO LLC — NONE
- LOCKTON INVESTMENT ADVISORS — NONE
- HOLTHOUSE CARLIN & VAN TRIGT LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $174,721
- Estimated Expense Ratio: 0.344% 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 | $175,194 | $94,287 | — | $2,694 | — |
| 2023 | $127,917 | $68,259 | $1,607 | — | — |
| 2022 | $114,099 | $58,130 | — | — | $3,626 |