Plan Snapshot
- Plan Sponsor: Cleverbridge, INC.
- Sponsor EIN: 204503251
- Sponsor Address: 350 N CLARK, CHICAGO, IL, 606544782
- Plan Type: 401(k)
- Total Participants: 58
- Total Assets: $7.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 58 | $7.7M | $286,350 | $600,879 |
| 2023 | 68 | $7.3M | $285,976 | $623,674 |
| 2022 | 81 | $6.0M | $310,797 | $638,476 |
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 |
|---|---|---|---|---|
| CASSELL PLAN AUDITS, P.C. | Auditor | — | — | $0 |
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 | $32,921 | $18,810 | $14,111 | — | — |
| 2023 | $32,250 | $9,081 | $23,169 | — | — |
| 2022 | $48,619 | — | $48,619 | — | — |