Plan Snapshot
- Plan Sponsor: Cleo Labs, INC. (Dba Cleo)
- Sponsor EIN: 811067638
- Sponsor Address: 548 MARKET STREET PMB 46800, SAN FRANCISCO, CA, 94104
- Plan Type: 401(k)
- Total Participants: 134
- Total Assets: $4.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 134 | $4.6M | $0 | $928,148 |
| 2023 | 122 | $3.7M | $3,779 | $860,059 |
| 2022 | 180 | $3.0M | $2,439 | $458,073 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FRANK, RIMERMAN CO. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRANK, RIMERMAN CO. LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $345 | $1,365 | — | — | — |
| 2023 | $3,852 | $695 | — | — | — |
| 2022 | $513 | $26 | — | — | — |