How big is Clean Energy Capital Securities, LLC's plan?

Clean Energy Capital Securities, LLC's plan reported $335K in assets and 1 participants for 2024.

Original filing (PDF)20251003064847NAL0002790642001

Clean Energy Capital Securities, LLC

Name: Clean Energy Capital Securities, LLC — Clean Energy, Form 5500 (2024)
Creator: Clean Energy Capital Securities, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clean Energy Capital Securities, LLC 401(k) Plan

401(k) retirement plan · Clean Energy Capital Securities, LLC's Clean Energy Capital Securities, LLC 401(k) Plan held $335K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$335K

Net assets (EOY)

$335K

People on this filing

David Moore signed Clean Energy Capital Securities, LLC's 2024 Form 5500 as plan administrator.

David Moore — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Clean Energy Capital Securities, LLC's EIN is 27-1758258.

EIN 27-1758258

Plan number 001

Plan year 2024

ACK ID 20251003064847NAL0002790642001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Clean Energy Capital Securities, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Clean Energy Capital Securities, LLC's plan includes ERISA 404(c) participant direction, 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 ENERGY CAPITAL SECURITIES, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

CLEAN ENERGY CAPITAL SECURITIES, LLC

EIN

all filings

Address

207 SANTA ROSA AVE · SAUSALITO, CA · 94965

Phone

(713) 574-1853

Industry

Finance & Insurance

Plan administrator