Assets by plan
Share of aggregate retirement assets
91%top
Sponsor portfolio
CLEAN ENERGY CAPITAL SECURITIES, LLC
EIN 27-1758258Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
5
207 SANTA ROSA AVE - SAUSALITO, CA 94965713-574-1853
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 5 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CLEAN ENERGY CAPITAL SECURITIES LLC CASH BALANCE PLAN
CashBalance
Assets$2.0M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
CLEAN ENERGY CAPITAL SECURITIES, LLC 401K PLAN
401k
Assets$212K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CLEAN ENERGY CAPITAL SECURITIES LLC CASH BALANCE PLAN | CashBalance | $2.0M | 3 | 2025 | |
| 001 | CLEAN ENERGY CAPITAL SECURITIES, LLC 401K PLAN | 401k | $212K | 2 | 2025 |
Retirement plans