Plan Snapshot
- Plan Sponsor: Cypress Creek Renewables, LLC
- Sponsor EIN: 465665726
- Sponsor Address: 5310 S ALSTON AVE., DURHAM, NC, 27713
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 754
- Total Assets: $63.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 754 | $63.0M | $0 | $0 |
| 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 |
|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO LLC | Other Service Provider | $99,409 | — | $99,409 |
| SCHWAB RETIREMENT PLAN SERVICES INC | Other Service Provider | $88,811 | — | $88,811 |
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Other Service Provider | $9,861 | — | $9,861 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $198,081
- Estimated Expense Ratio: 0.314% 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 |
|---|---|---|---|---|---|
| 2025 | $6,985,840 | $104,657 | $9,861 | — | — |
| 2024 | $175,194 | $94,287 | — | $2,694 | — |
| 2023 | $127,917 | $68,259 | $1,607 | — | — |
| 2022 | $114,099 | $58,130 | — | — | $3,626 |