How big is Clean Yield Asset Management's plan?

Clean Yield Asset Management's plan reported $3.6M in assets and 10 participants for 2024.

Original filing (PDF)20251010095656NAL0007472049001

Clean Yield Asset Management

Name: Clean Yield Asset Management — Clean Yield Asset, Form 5500 (2024)
Creator: Clean Yield Asset Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clean Yield Asset Management 401(k) Profit Sharing Plan

401(k) retirement plan · Clean Yield Asset Management's Clean Yield Asset Management 401(k) Profit Sharing Plan held $3.6M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan identifiers

Clean Yield Asset Management's EIN is 03-0306376.

EIN 03-0306376

Plan number 001

Plan year 2024

ACK ID 20251010095656NAL0007472049001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Clean Yield Asset Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Clean Yield Asset Management's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLEAN YIELD ASSET MANAGEMENT.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score