Clean Energy 401(k) Plan
Sponsored by Clean Energy · EIN 954603747 · Plan #001
- Total assets
- $75.9M
- Net assets
- $75.9M
- Active participants
- 559
- With balances
- 660
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Llc | Investment advisory (plan) | $40,500 |
| Fidelity Workplace Services Llc | Plan administrator, Trustee (discretionary), Investment management | $25,200 |
| Global Retirement Partners Llc | Investment advisory (plan) | $21,635 |