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Original filing (PDF)20240905154243NAL0035238240001
CLEANSTREET
Form 5500
FILING_RECEIVED
CLEANSTREET 401(K) AND DAVIS-BACON RETIREMENT PLAN
401(k) retirement plan
Signals · 1
Late filing · 15.5 mo
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
10 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 15.5 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLEANSTREET.
Plan sponsor
Name
CLEANSTREET
EIN
95-4147708
Address
4141 ROCKSIDE ROAD, SUITE 100 · CLEVELAND, OH · 44131
Phone
(855) 711-5283
Industry
Constructionsee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES, INC.
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-07-06
Filed
2024-09-05
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE MORAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREAT-WEST LIFE & ANNUITY INSURANCE | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $6K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS, INC. | 82-3719843 | — | CONTRACT ADMIN | $1K | — |
Investments
10 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| JPMORGAN SMARTRETIREMENT 2060 JOHN HANCOCK LIFE INSURANCE CO (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| JPMORGAN SMARTRETIREMENT 2055 JOHN HANCOCK LIFE INSURANCE CO (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| JPMORGAN SMARTRETIREMENT 2050 JOHN HANCOCK LIFE INSURANCE CO (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| JPMORGAN SMARTRETIREMENT 2045 JOHN HANCOCK LIFE INSURANCE CO (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| JPMORGAN SMARTRETIREMENT 2040 JOHN HANCOCK LIFE INSURANCE CO (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| JPMORGAN SMARTRETIREMENT 2035 JOHN HANCOCK LIFE INSURANCE CO (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| JPMORGAN SMARTRETIREMENT 2030 JOHN HANCOCK LIFE INSURANCE CO (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| JPMORGAN SMARTRETIREMENT 2025 JOHN HANCOCK LIFE INSURANCE CO (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| JPMORGAN SMARTRETIREMENT 2020 JOHN HANCOCK LIFE INSURANCE CO (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| JPMORGAN SMARTRETIREMENT INC JOHN HANCOCK LIFE INSURANCE CO (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
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