Original filing (PDF)20251013175938NAL0002527584001

GLOBAL CLEAN ENERGY HOLDINGS, INC.

Name: GLOBAL CLEAN ENERGY HOLDINGS, INC. — GLOBAL CLEAN ENERGY HOLDINGS 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: GLOBAL CLEAN ENERGY HOLDINGS, INC.

Form 5500

FILING_RECEIVED

GLOBAL CLEAN ENERGY HOLDINGS 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

~98 bps in Sched C fees

Active participants

125

Accounts w/ balance

146

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

How this plan invests

This plan

41 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade B

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLOBAL CLEAN ENERGY HOLDINGS, INC..

Plan sponsor

Name

GLOBAL CLEAN ENERGY HOLDINGS, INC.

EIN

87-0407858

Address

PO BOX 152 · BAKERSFIELD, CA · 93302

Phone

(661) 342-2900

Industry

Manufacturingsee 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

2025-10-13

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)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORDKEEPER	$9K	—
NOVA 401(K) ASSOCIATES LP	20-1181458	—	RECORDKEEPER	$5K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
APOLLON WEALTH MANAGEMENT LLC

Investments

41 direct securities· $8.7M(100% of reported assets)

Other securities

$8.4M

40 holdings

Bonds / Notes

$299K

1 holding

					% of plan
Fidelity 500 Index Mutual Fund	Other securities	—	—	$2.0M	23.5%
American Funds 2055 Target Date Retire R6 Mutual Fund	Other securities	—	—	$966K	11.1%
American Funds 2030 Target Date Retire R6 Mutual Fund	Other securities	—	—	$701K	8.1%
American Funds 2025 Target Date Retire R6 Mutual Fund	Other securities	—	—	$539K	6.2%
American Funds 2050 Target Date Retire R6 Mutual Fund	Other securities	—	—	$485K	5.6%
American Funds 2040 Target Date Retire R6 Mutual Fund	Other securities	—	—	$446K	5.1%
Janus Henderson Forty I Mutual Fund	Other securities	—	—	$393K	4.5%
American Funds 2045 Target Date Retire R6 Mutual Fund	Other securities	—	—	$392K	4.5%
American Funds 2060 Target Date Retire R6 Mutual Fund	Other securities	—	—	$386K	4.5%
Participant Loans to participants, bearing interest from 5.25% to 10.50%	Bonds / Notes	—	—	$299K	3.5%
Janus Henderson Global Tech and Innovation I Mutual Fund	Other securities	—	—	$270K	3.1%
Fidelity Small Cap Index Mutual Fund	Other securities	—	—	$179K	2.1%
American Funds 2035 Target Date Retire R6 Mutual Fund	Other securities	—	—	$177K	2.0%
Columbia Dividend Income A Mutual Fund	Other securities	—	—	$146K	1.7%
iShares MSCI EAFE International Index K Mutual Fund	Other securities	—	—	$133K	1.5%
Fidelity Mid Cap Index Mutual Fund	Other securities	—	—	$133K	1.5%
American Funds 2065 Target Date Retire R6 Mutual Fund	Other securities	—	—	$110K	1.3%
Invesco Gold & Special Minerals Y Mutual Fund	Other securities	—	—	$82K	0.9%
Western Asset Core Bond I Mutual Fund	Other securities	—	—	$64K	0.7%
John Hancock Strategic Income Opps I Mutual Fund	Other securities	—	—	$63K	0.7%
PGIM Jennison International Opps R6 Mutual Fund	Other securities	—	—	$63K	0.7%
AB Sustainable Global Thematic A Mutual Fund	Other securities	—	—	$61K	0.7%
Columbia Overseas Value A Mutual Fund	Other securities	—	—	$56K	0.6%
American Funds 2020 Target Date Retire R6 Mutual Fund	Other securities	—	—	$53K	0.6%
AB Income Advisor Mutual Fund	Other securities	—	—	$50K	0.6%
Janus Henderson Triton T Mutual Fund	Other securities	—	—	$48K	0.6%
PIMCO Low Duration Income I2 Mutual Fund	Other securities	—	—	$47K	0.5%
Janus Henderson Small Cap Value T Mutual Fund	Other securities	—	—	$42K	0.5%
Invesco Discovery Mid Cap Growth R6 Mutual Fund	Other securities	—	—	$38K	0.4%
Janus Henderson Mid Cap Value T Mutual Fund	Other securities	—	—	$32K	0.4%
Columbia Strategic Income Inst Mutual Fund	Other securities	—	—	$31K	0.4%
Janus Henderson Global Real Estate I Mutual Fund	Other securities	—	—	$29K	0.3%
Janus Henderson Global Life Science T Mutual Fund	Other securities	—	—	$29K	0.3%
Templeton Global Total Return Adv Mutual Fund	Other securities	—	—	$24K	0.3%
Transamerica Stable Value Strategy Fully Benefit-Responsive Investment Contract	Other securities	—	—	$23K	0.3%
AB High Income A Mutual Fund	Other securities	—	—	$15K	0.2%
BlackRock Commodity Strategies Instl Mutual Fund	Other securities	—	—	$6K	<0.1%
Lazard Global Listed Infrastructure Inst Mutual Fund	Other securities	—	—	$6K	<0.1%
BNY Mellon Mutual Fund	Other securities	—	—	$6K	<0.1%
Westwood Salient MLP & Energy Infrastruct Ultra Mutual Fund	Other securities	—	—	$4K	<0.1%
Gateway A Mutual Fund	Other securities	—	—	$2K	<0.1%