Clearbrook, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Clearbrook, LLC
  • Sponsor EIN: 631209080
  • Sponsor Address: 1521 AZALEA ROAD, MOBILE, AL, 36693
  • Plan Type: 401(k)
  • Total Participants: 83
  • Total Assets: $2.8M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202483$2.8M$110,761$226,260
202385$2.1M$103,973$198,303
202271$1.6M$57,570$87,929

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