How big is Clarus Commerce LLC DBA EBBO's plan?

Clarus Commerce LLC DBA EBBO's plan reported $22.4M in assets and 176 participants for 2024.

Original filing (PDF)20250929190055NAL0011165633001

Clarus Commerce LLC DBA EBBO

Name: Clarus Commerce LLC DBA EBBO — EBBO 401(k) Plan, Form 5500 (2024)
Creator: Clarus Commerce LLC DBA EBBO
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

EBBO 401(k) Plan

401(k) retirement plan · Clarus Commerce LLC DBA EBBO's EBBO 401(k) Plan held $22.4M in plan assets for 176 participants in 2024, with Empower as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

176

Accounts w/ balance

364

Plan assets (EOY)

$22.4M

Net assets (EOY)

$22.4M

Plan identifiers

Clarus Commerce LLC DBA EBBO's EIN is 06-1614774.

EIN 06-1614774

Plan number 001

Plan year 2024

ACK ID 20250929190055NAL0011165633001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Clarus Commerce LLC DBA EBBO from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Clarus Commerce LLC DBA EBBO's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLARUS COMMERCE LLC DBA EBBO.

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How this plan invests

This plan

39 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (7th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

CLARUS COMMERCE LLC DBA EBBO

EIN

all filings

Address

175 CAPITAL BLVD., 4TH FLOOR · SUITE 402 · ROCKY HILL, CT · 06067

Phone

(860) 358-9198

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	84-0467907	GREENWOOD VILLAGE, CO	RECORDKEEPER	$63K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL	—	SAN DIEGO, CA	INVESTMENT ADVISOR	$63K	—

Investments

39 direct securities· $22.4M(100% of reported assets)

Mutual Funds

$17.4M

22 holdings

Other securities

$3.7M

14 holdings

Common Collective Trusts

$1.1M

2 holdings

Common Stocks

$238K

1 holding

					% of plan
Fidelity Investments Fidelity 500 Index Fund	Mutual Funds	—	—	$2.8M	12.5%
American Funds American Funds 2050 Target Date Retirement Fund	Mutual Funds	—	—	$2.8M	12.3%
American Funds American Funds 2045 Target Date Retirement Fund	Mutual Funds	—	—	$2.7M	12.1%
American Funds American Funds 2055 Target Date Retirement Fund	Mutual Funds	—	—	$2.7M	12.0%
American Funds American Funds 2035 Target Date Retirement Fund	Mutual Funds	—	—	$2.3M	10.4%
T. Rowe Price T. Rowe Price Growth Stock Fund	Other securities	—	—	$949K	4.2%
MFS Technology Fund	Mutual Funds	—	—	$840K	3.8%
American Funds American Funds 2040 Target Date Retirement Fund	Mutual Funds	—	—	$792K	3.5%
Fidelity Investments Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$629K	2.8%
JPMorgan Equity Income Fund	Other securities	—	—	$602K	2.7%
John Hancock John Hancock International Growth Fund	Other securities	—	—	$533K	2.4%
Fidelity Investments Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$476K	2.1%
Fidelity Investments Fidelity Advisor Asset Manager 60% Fund	Mutual Funds	—	—	$374K	1.7%
American Funds American Funds 2030 Target Date Retirement Fund	Mutual Funds	—	—	$372K	1.7%
American Funds American Funds 2060 Target Date Retirement Fund	Mutual Funds	—	—	$355K	1.6%
American Funds American Funds New World Fund	Mutual Funds	—	—	$296K	1.3%
JPMorgan Large Cap Growth Fund	Other securities	—	—	$291K	1.3%
Fidelity Investments Fidelity Advisor Asset Manager 70% Fund	Mutual Funds	—	—	$285K	1.3%
Fixed group annuity investment contract * Empower Annuity Insurance Company Key Guaranteed Portfolio Fund	Common Stocks	—	—	$238K	1.1%
various maturity dates	Other securities	—	—	$228K	1.0%
PGIM Total Return Bond	Other securities	—	—	$216K	1.0%
Virtus Ceredex Mid-Cap Value Equity Fund	Other securities	—	—	$200K	0.9%
BlackRock Health Sciences Opportunities Fund	Other securities	—	—	$197K	0.9%
American Funds American Funds New Perspective Fund	Mutual Funds	—	—	$174K	0.8%
Principal Funds Principal Real Estate Securities Fund	Other securities	—	—	$167K	0.7%
Fidelity Investments Fidelity Advisor Asset Manager 85% Fund	Mutual Funds	—	—	$139K	0.6%
Fidelity Investments Fidelity Advisor Energy Fund	Mutual Funds	—	—	$127K	0.6%
American Funds American Funds 2025 Target Date Retirement Fund	Mutual Funds	—	—	$122K	0.5%
Carillion Eagle Mid Cap Growth Fund	Other securities	—	—	$122K	0.5%
Fidelity Investments Fidelity Advisor Strategic Income Fund	Mutual Funds	—	—	$114K	0.5%
JPMorgan Small-Cap Growth Fund	Other securities	—	—	$101K	0.4%
Macquarie Small Cap Value Fund	Other securities	—	—	$53K	0.2%
Fidelity Investments Fidelity Advisor Asset Manager 40% Fund	Mutual Funds	—	—	$46K	0.2%
American Funds American Funds 2015 Target Date Retirement Fund	Mutual Funds	—	—	$34K	0.2%
Fidelity Investments Fidelity Advisor International Capital Appreciation Fund	Mutual Funds	—	—	$23K	0.1%
Fidelity Investments Fidelity Advisor Asset Manager 30% Fund	Mutual Funds	—	—	$15K	<0.1%
Empower SecureFoundation Balanced Fund	Other securities	—	—	$5K	<0.1%
John Hancock JHancock Disciplined Value Mid Cap Fund	Other securities	—	—	$4K	<0.1%
American Funds American Funds Capital World Bond Fund	Mutual Funds	—	—	$2K	<0.1%