How big is Clearbridge Technology Group, LLC's plan?

Clearbridge Technology Group, LLC's plan reported $4.8M in assets and 134 participants for 2024.

Original filing (PDF)20250821130943NAL0007294912001

Clearbridge Technology Group, LLC

Name: Clearbridge Technology Group, LLC — Clearbridge, Form 5500 (2024)
Creator: Clearbridge Technology Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clearbridge Technology Group, LLC 401(k) Plan

401(k) retirement plan · Clearbridge Technology Group, LLC's Clearbridge Technology Group, LLC 401(k) Plan held $4.8M in plan assets for 134 participants in 2024.

Signals · 1

No auditor on file

Active participants

134

Accounts w/ balance

102

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

People on this filing

Lorely Bonilla signed Clearbridge Technology Group, LLC's 2024 Form 5500 as plan administrator.

Lorely Bonilla — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Clearbridge Technology Group, LLC's EIN is 16-1733443.

EIN 16-1733443

Plan number 001

Plan year 2024

ACK ID 20250821130943NAL0007294912001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Clearbridge Technology Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Clearbridge Technology Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLEARBRIDGE TECHNOLOGY GROUP, LLC.

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score