Retirement plan

CLEAN USA POWER, INC. 401(K) TRUST

Name: CLEAN USA POWER, INC. - CLEAN USA POWER, INC. 401(K) TRUST (2025) Form 5500
Creator: CLEAN USA POWER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CLEAN USA POWER, INC. 401(K) TRUST, CLEAN USA POWER, INC.

CLEAN USA POWER, INC.EIN 45-3757043Plan #001PY 2025

115 NW OREGON AVE UNIT 10 - BEND, OR 97703541-668-0423cleanusapower.comLinkedIn1-10 employeesrenewables & environment

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$366K

+21.5% from 2024

Total participants

0.0% from 2024

Average account balance

$182,961

+21.5% from 2024

Annual return

15.35%

+16.80 pp from 2024

Benchmarks

See 1,557 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort1,557 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$366K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$183K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$18K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.35%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$182,961

$95,959+90.7%

$97,411+87.8%

$138,895+31.7%

Participation rate

100.0%

81.8%+18.2pp

80.4%+19.6pp

79.9%+20.1pp

Annual return

15.35%

29.30%-13.9pp

34.72%-19.4pp

145.39%-130.0pp

Employer contribution / active EE

$3,397

$4,278-20.6%

$4,210-19.3%

$4,194-19.0%

Participant deferral / active EE

$5,850

$5,876-0.5%

$5,886-0.6%

$6,396-8.5%

Admin fee / account holder

$7,555-100.0%

$7,145-100.0%

$12,562-100.0%

CLEAN USA POWER, INC. 401(K) TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CLEAN USA POWER, INC. 401(K) TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion