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Original filing (PDF)20250911171327NAL0000363427001
CLEANRITE, INC.
Form 5500
FILING_RECEIVED
CLEANRITE, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
39% in single holding
Active participants
136
Accounts w/ balance
152
Plan assets (EOY)
$5.9M
Net assets (EOY)
$5.9M
How this plan invests
This plan
5 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)
96
/ 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
81
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "BlackRock LifePath Index 2035 K Registered Investment Company" is 39% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLEANRITE, INC..
Plan sponsor
Name
CLEANRITE, INC.
EIN
94-2623760
Address
2684 HIGHWAY 32 SUITE 100 · CHICO, CA · 95973
Phone
(530) 891-0333
Industry
Constructionsee 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
2025-09-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
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 | $12K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FERMATA 401K LLC | — | SONOMA, CA | INVESTMENT ADVISOR | $18K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
Investments
15 direct securities · 5 pooled funds· $5.9M(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
$5.2M
15 holdings
Common Collective Trust
$700K
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2035 K Registered Investment Company | — | — | — | $2.3M | 38.9% | |
| BlackRock LifePath Index 2030 K Registered Investment Company | — | — | — | $827K | 14.0% | |
| BlackRock LifePath Index Retirement K Registered Investment Company | — | — | — | $602K | 10.2% | |
| MFS Intl Diversification R6 Registered Investment Company | — | — | — | $306K | 5.2% | |
| BLACKROCK EQUITY INDEX FEE CL 6 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $304K | 5.1% | |
| BlackRock LifePath Index 2045 K Registered Investment Company | — | — | — | $265K | 4.5% | |
| BlackRock LifePath Index 2050 K Registered Investment Company | — | — | — | $207K | 3.5% | |
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 31-4139848 / PN 610 | Common Collective Trust | — | — | $197K | 3.3% | |
| BlackRock LifePath Index 2055 K Registered Investment Company | — | — | — | $173K | 2.9% | |
| BlackRock LifePath Index 2040 K Registered Investment Company | — | — | — | $169K | 2.8% | |
| BLACKROCK EAFE EQUITY INDEX FEE CL GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $96K | 1.6% | |
| BlackRock LifePath Index 2060 K Registered Investment Company | — | — | — | $81K | 1.4% | |
| Participant loans Interest rates at (4.25%~9.50%) | — | — | — | $74K | 1.2% | |
| Core Bond Fund Class R1 Registered Investment Company | — | — | — | $62K | 1.0% | |
| BLACKROCK U.S. DEBT INDEX FEE CL 6 GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $62K | 1.0% | |
| Group Annuity Contracts * EI Fixed Account - Series Class I Group Annuity Contract | — | — | — | $52K | 0.9% | |
| BlackRock LifePath Index 2065 K Registered Investment Company | — | — | — | $49K | 0.8% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $40K | 0.7% | |
| JPMorgan Small Cap Growth R6 Registered Investment Company | — | — | — | $30K | 0.5% | |
| Registered Investment Companies American Century Small Cap Value R6 Registered Investment Company | — | — | — | $22K | 0.4% |
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