# Cypress Creek Renewables, LLC 401(k) Plan
Source: https://planprovider.pro/companies/cypress-creek-renewables-llc-401k-plan

> Cypress Creek Renewables, LLC's 401(k) plan: 401 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [CREATIVE PLANNING HOLDCO LLC](https://planprovider.pro/provider/creative-planning) — NONE

- [LOCKTON INVESTMENT ADVISORS](https://planprovider.pro/provider/creative-planning) — NONE

- [HOLTHOUSE CARLIN & VAN TRIGT LLP](https://planprovider.pro/provider/holthouse-carlin-and-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cypress-creek-renewables-llc-401k-plan)

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