Plan Ledger DOL Form 5500 · updated monthly

Clean Green Development, LLC401(k)

CLEAN GREEN DEVELOPMENT, LLC 401(K) PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.96%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Clean Green Development, LLC reported $9,652 in plan administrative expenses for 2024: 0.96% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.13% to 0.96%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Arizona (1,144th of 1,285), and 11,218th of 11,654 in professional & technical services. In 2024, employees put in $45906.75 for every $1.00 the employer contributed; active participation has grown from 52 to 84 since 2022.

Plan summary
Net assets, end of year$1,097,249
Participants with balances100
Active participants84
Employer contributions$4
Employee contributions$183,627
Employer contribution per active participant$0
Average account balance$10,972
Benefits paid to participants$134,849
Plan auditUnmodified (clean) audit opinion
AuditorMETZ & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$1.1M · 100 accts · $4 emplr
2023$906K · 100 accts
2022$743K · 134 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,684
Investment management$4,968
Total administrative$9,652
The Clean Green Development, LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Clean Green Development, LLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
CAPITAL INSIGHT PARTNERS LLC · Investment advisory (plan)$4,918
EMPOWER ADVISORY GROUP, LLC · Investment management$4,684

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$9,652 · 0.96%
2023$1,707 · 0.21%
2022$1,072 · 0.13%
Same employer
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Highnoon Ventures LLC AZ$1.5M · 0.16%
Broadpath, LLC AZ$1.2M · 1.88%
Tyr Tactical AZ$1.1M · 0.98%
Arizona Youth Partnership AZ$962K · 0.87%
Francisco Grande USA Inc. AZ$933K · 0.15%
Pro-Qual Industries, LLC AZ$887K · 1.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273288879 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.