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Original filing (PDF)20260210162838NAL0003632162001
CLEAN AIR ENGINEERING, INC.
Form 5500
FILING_RECEIVED
CLEAN AIR ENGINEERING 401(K) PLAN
401(k) retirement plan
Signals · 1
25% in single holding
Active participants
99
Accounts w/ balance
118
Plan assets (EOY)
$24.8M
Net assets (EOY)
$24.8M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Investments Fidelity 500 Index Fund (1)" is 25% of plan.
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLEAN AIR ENGINEERING, INC..
Plan sponsor
Name
CLEAN AIR ENGINEERING, INC.
EIN
36-2799477
Address
500 WEST WOOD STREET · PALATINE, IL · 60067
Phone
(847) 991-3300
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2026-02-10
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $19K | — |
Investments
37 direct securities · 1 pooled fund· $26.4M(100% 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.
Uncategorized
$24.8M
37 holdings
Common Collective Trust
$1.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund (1) | — | — | — | $6.3M | 25.4% | |
| Vanguard Growth Index Admiral (1) | — | — | — | $4.3M | 17.4% | |
| Fidelity Investments Managed Income Portfolio Class II (1) | — | — | — | $1.6M | 6.5% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.6M | 6.5% | |
| Janus Henderson Janus Henderson Enterprise Fund Class N (1) | — | — | — | $1.6M | 6.5% | |
| Vanguard Mid-Cap Growth Index Admiral (1) | — | — | — | $1.5M | 6.0% | |
| Vanguard Target Retirement 2035 (1) | — | — | — | $1.4M | 5.5% | |
| Fidelity Investments Fidelity Diversified International Fund K6 (1) | — | — | — | $1.0M | 4.1% | |
| Vanguard Intermediate-Term Bond Index Adm (1) | — | — | — | $897K | 3.6% | |
| Vanguard Target Retirement 2050 (1) | — | — | — | $774K | 3.1% | |
| Vanguard Target Retirement 2030 (1) | — | — | — | $773K | 3.1% | |
| Oakmark R6 (1) | — | — | — | $551K | 2.2% | |
| Fidelity Investments Fidelity International Small Cap Fund (1) | — | — | — | $549K | 2.2% | |
| PIMCO Income Instl (1) | — | — | — | $547K | 2.2% | |
| Vanguard Target Retirement 2020 (1) | — | — | — | $372K | 1.5% | |
| American Funds American Funds Moderate Growth & Income (1) | — | — | — | $350K | 1.4% | |
| Fidelity Investments Fidelity Small Cap Growth Fund K6 (1) | — | — | — | $328K | 1.3% | |
| Vanguard Mid-Cap Value Index Admiral (1) | — | — | — | $273K | 1.1% | |
| Fidelity Investments Fidelity Select Electronics (1) | — | — | — | $223K | 0.9% | |
| Vanguard Target Retirement 2055 (1) | — | — | — | $222K | 0.9% | |
| Vanguard Small-Cap Value Index Admiral (1) | — | — | — | $191K | 0.8% | |
| Vanguard Target Retirement 2040 (1) | — | — | — | $186K | 0.7% | |
| Fidelity Investments Fidelity Cash Reserves (1) | — | — | — | $137K | 0.6% | |
| Fidelity Investments Fidelity Asset Manager Income (1) | — | — | — | $132K | 0.5% | |
| Dimensional Fund Advisors DFA Inflation-Protected Securities Portfolio (1) | — | — | — | $82K | 0.3% | |
| American Funds AF New World R6 (1) | — | — | — | $77K | 0.3% | |
| Fidelity Investments Fidelity Select Retailing (1) | — | — | — | $72K | 0.3% | |
| Vanguard Target Retirement 2045 (1) | — | — | — | $69K | 0.3% | |
| Fidelity Investments Fidelity High Income (1) 444 * Fidelity Investments Fidelity Puritan (1) | — | — | — | $66K | 0.3% | |
| Fidelity Investments Fidelity NASDAQ Composite Index (1) | — | — | — | $46K | 0.2% | |
| Vanguard Target Retirement 2070 (1) 726 Vanguard Real Estate Index Adm (1) | — | — | — | $32K | 0.1% | |
| Fidelity Investments Fidelity Enhanced International ETF (1) | — | — | — | $26K | 0.1% | |
| Participants Participant Loans Rates from 6.00% to 9.50% - | — | — | — | $24K | <0.1% | |
| Vanguard Target Retirement 2065 (1) | — | — | — | $23K | <0.1% | |
| BlackRock BR Strat Glb BD K (1) | — | — | — | $22K | <0.1% | |
| Vanguard Target Retirement 2060 (1) | — | — | — | $13K | <0.1% | |
| Vanguard Target Retirement Income Inv (1) | — | — | — | $11K | <0.1% | |
| Fidelity Investments Fidelity Select Gold (1) | — | — | — | $3K | <0.1% |
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