Plan Sponsor signed Clean Green Development, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clean Green Development, LLC's EIN is 27-3288879.
Download the official 2024 Form 5500 (PDF) for Clean Green Development, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clean Green Development, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL INSIGHT PARTNERS LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY TRUST AMERICAN FDS 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $277K | 25.2% | |
| 13 Empower Trust Company, LLC JPMorgan LargeCap Growth | Common Stocks | — | — | $215K | 19.6% | |
| GREAT GRAY TRUST AMERICAN FDS 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $201K | 18.4% | |
| GREAT GRAY TRUST AMERICAN FDS 2025 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $98K | 8.9% | |
| GREAT GRAY TRUST AMERICAN FDS 2060 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $91K | 8.3% | |
| GREAT GRAY TRUST AMERICAN FDS 2030 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $59K | 5.4% | |
| GREAT GRAY TRUST AMERICAN FDS 2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $41K | 3.8% | |
| GREAT GRAY TRUST AMERICAN FDS 2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $29K | 2.6% | |
| GREAT GRAY TRUST AMERICAN FDS 2040 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $20K | 1.8% | |
| 1 * Empower Life & Annuity Insurance Co. EI Fixed Account | Common Stocks | — | — | $13K | 1.1% | |
| GREAT GRAY TRUST AMERICAN FDS 2065 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $10K | 0.9% | |
| 11 Empower Trust Company, LLC iShares S & P 500 Index | Common Collective Trusts | — | — | $8K | 0.7% | |
| 10 Empower Trust Company, LLC iShares Russel MidCap Index | Common Stocks | — | — | $3K | 0.3% | |
| 12 Empower Trust Company, LLC JPMorgan Core Bond | Common Stocks | — | — | $3K | 0.3% | |
| 5 Empower Trust Company, LLC BlackRock High Yield Bond ** 353 6 Empower Trust Company, LLC Columbia Global Technology Growth ** 881 7 Empower Trust Company, LLC DFA Emerging Markets | Mutual Funds | — | — | $3K | 0.3% | |
| 3 Empower Trust Company, LLC American Funds Moderate Portfolio ** 856 4 Empower Trust Company, LLC American Funds US Government | Mutual Funds | — | — | $3K | 0.2% | |
| 14 Empower Trust Company, LLC MFS International Equity | Mutual Funds | — | — | $2K | 0.2% | |
| 15 Empower Trust Company, LLC Putnam LargeCap Value | Mutual Funds | — | — | $1K | 0.1% | |
| 8 Empower Trust Company, LLC DFA US SmallCap ** 389 9 * Empower Trust Company, LLC Empower S & P SmallCap 600 Index | Mutual Funds | — | — | $1K | 0.1% | |
| 2 Empower Trust Company, LLC American Funds Conservative Portfolio | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SCOTTSDALE, AZ |
| INVESTMENT ADVISOR |
| $5K |
| — |
