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Original filing (PDF)20250909093647NAL0012496275001
CLEAN ENERGY
Form 5500
FILING_RECEIVED
CLEAN ENERGY 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
559
Accounts w/ balance
660
Plan assets (EOY)
$75.9M
Net assets (EOY)
$75.9M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLEAN ENERGY.
Plan sponsor
Name
CLEAN ENERGY
EIN
95-4603747
Address
4675 MACARTHUR COURT · SUITE 800 · NEWPORT BEACH, CA · 92660
Phone
(949) 437-1138
Industry
Utilitiessee all
Plan administrator
Name
FIDELITY WORKPLACE SERVICES LLC
EIN
04-3532603
City
COVINGTON, KY
Phone
(859) 386-4199
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-09
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $41K | — |
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $22K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $25K | — |
Investments
32 direct securities · 1 pooled fund· $78.6M(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
$76.1M
32 holdings
Common Collective Trust
$2.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund N/A | — | — | — | $9.9M | 13.1% | |
| JPMorgan Large Cap Growth R6 Mutual Fund N/A | — | — | — | $6.5M | 8.6% | |
| AF 2030 Target Date Retirement R6 Mutual Fund N/A | — | — | — | $6.0M | 7.9% | |
| AF 2045 Target Date Retirement R6 Mutual Fund N/A | — | — | — | $5.8M | 7.6% | |
| AF 2025 Target Date Retirement R6 Mutual Fund N/A | — | — | — | $5.4M | 7.2% | |
| AF 2035 Target Date RetiremenT R6 Mutual Fund N/A | — | — | — | $5.0M | 6.6% | |
| T. Rowe Price Science & Technology Adv Mutual Fund N/A | — | — | — | $4.6M | 6.1% | |
| AF 2040 Target Date Retirement R6 Mutual Fund N/A | — | — | — | $3.9M | 5.1% | |
| AF 2050 Target Date Retirement R6 Mutual Fund N/A | — | — | — | $3.7M | 4.9% | |
| AF 2055 Target Date Retirement R6 Mutual Fund N/A | — | — | — | $3.1M | 4.1% | |
| Fidelity Stable Value I Common Collective Fund N/A | — | — | — | $2.8M | 3.6% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $2.6M | 3.4% | |
| Columbia Small Cap Index I2 Mutual Fund N/A | — | — | — | $2.1M | 2.8% | |
| Fidelity Asset Manager 70% I Mutual Fund N/A | — | — | — | $1.8M | 2.4% | |
| Fidelity Capital & Income I Mutual Fund N/A | — | — | — | $1.5M | 2.0% | |
| Victory SM CO OP I Mutual Fund N/A | — | — | — | $1.4M | 1.8% | |
| MFS Global Equity R4 Mutual Fund N/A | — | — | — | $1.3M | 1.8% | |
| AB Relative Value Adv Mutual Fund N/A | — | — | — | $1.3M | 1.7% | |
| Allspring Special Mid Cap Value R6 Mutual Fund N/A | — | — | — | $1.3M | 1.7% | |
| Federated Hermes Mdt Mid Cap Growth R6 Mutual Fund N/A | — | — | — | $1.2M | 1.5% | |
| Notes receivable from participants Maturing 2025 - 2034 at interest rates of 5.25% - 10.50% - | — | — | — | $1.1M | 1.5% | |
| DWS Real Estate R6 Mutual Fund N/A | — | — | — | $1.1M | 1.4% | |
| AF 2060 Target Date Retirement R6 Mutual Fund N/A | — | — | — | $987K | 1.3% | |
| iShares MSCI EAFE INTL IS Mutual Fund N/A | — | — | — | $929K | 1.2% | |
| Fidelity Strategic Income I Mutual Fund N/A | — | — | — | $904K | 1.2% | |
| Fidelity Focus Emerging Markets I Mutual Fund N/A | — | — | — | $601K | 0.8% | |
| HTFD Balanced Income R5 Mutual Fund N/A | — | — | — | $474K | 0.6% | |
| AF 2020 Target Date Retirement R6 Mutual Fund N/A | — | — | — | $429K | 0.6% | |
| Fidelity Inflation Protected Bond Index Mutual Fund N/A | — | — | — | $403K | 0.5% | |
| AF 2065 Target Date Retirement R6 Mutual Fund N/A | — | — | — | $264K | 0.3% | |
| AF 2010 Target Date Retirement R6 Mutual Fund N/A | — | — | — | $185K | 0.2% | |
| AF 2015 Target Date Retirement R6 Mutual Fund N/A | — | — | — | $61K | <0.1% | |
| Fidelity Government MMKT K6 Mutual Fund N/A | — | — | — | $6K | <0.1% |
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