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

Clean Energy Capital Securities LLC's plan reported $904K in assets and 3 participants for 2024.

Original filing (PDF)20251231084957NAL0028807024001

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 Cash Balance Plan

Defined-benefit pension plan · Clean Energy Capital Securities LLC's Clean Energy Capital Securities LLC Cash Balance Plan held $904K in plan assets for 3 participants in 2024.

Signals · 1

Late filing · 37.5 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$904K

Net assets (EOY)

$904K

People on this filing

Shelby Pierce signed Clean Energy Capital Securities LLC's 2024 Form 5500 as plan administrator.

Shelby Pierce — 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 002

Plan year 2024

ACK ID 20251231084957NAL0028807024001

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 a cash-balance formula.

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

Above-average plan

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off