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Original filing (PDF)20251007143208NAL0011574178001
CLEAN GREEN DEVELOPMENT, LLC
Form 5500
FILING_RECEIVED
CLEAN GREEN DEVELOPMENT, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
26% in single holding~116 bps in Sched C fees
Active participants
84
Accounts w/ balance
100
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
How this plan invests
This plan
9 pooled trusts
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "22 Empower Trust Company, LLC Great Gray Trust American Funds 2050 Fund" is 26% of plan.
- 116 bps in Schedule C fees — 123% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLEAN GREEN DEVELOPMENT, LLC.
Plan sponsor
Name
CLEAN GREEN DEVELOPMENT, LLC
EIN
27-3288879
Address
3627 E INDIAN SCHOOL RD STE 205 · PHOENIX, AZ · 85018
Phone
(480) 685-9486
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
METZ & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL INSIGHT PARTNERS LLC | — | SCOTTSDALE, AZ | INVESTMENT ADVISOR | $5K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
Investments
11 direct securities · 9 pooled funds· $1.1M(98% of reported assets)
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.
Common Collective Trust
$826K
9 holdings
Uncategorized
$254K
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $8K | 0.7% | |
| 10 Empower Trust Company, LLC iShares Russel MidCap Index | — | — | — | $3K | 0.3% | |
| 12 Empower Trust Company, LLC JPMorgan Core Bond | — | — | — | $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 | — | — | — | $3K | 0.3% | |
| 3 Empower Trust Company, LLC American Funds Moderate Portfolio ** 856 4 Empower Trust Company, LLC American Funds US Government | — | — | — | $3K | 0.2% | |
| 14 Empower Trust Company, LLC MFS International Equity | — | — | — | $2K | 0.2% | |
| 15 Empower Trust Company, LLC Putnam LargeCap Value | — | — | — | $1K | 0.1% | |
| 8 Empower Trust Company, LLC DFA US SmallCap ** 389 9 * Empower Trust Company, LLC Empower S & P SmallCap 600 Index | — | — | — | $1K | 0.1% | |
| 2 Empower Trust Company, LLC American Funds Conservative Portfolio | — | — | — | $1K | <0.1% |
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