Original filing (PDF)20251015221112NAL0011690754001

CLEVERLAND HOLDINGS, LLC

Name: CLEVERLAND HOLDINGS, LLC — EMBRACE PET INSURANCE 401K PLAN, Form 5500 (2024)
Creator: CLEVERLAND HOLDINGS, LLC

Form 5500-SF

FILING_RECEIVED

EMBRACE PET INSURANCE 401K PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

340

Accounts w/ balance

434

Plan assets (EOY)

$11.2M

Net assets (EOY)

$11.2M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLEVERLAND HOLDINGS, LLC.

Plan sponsor

Name

CLEVERLAND HOLDINGS, LLC

EIN

20-1804371

Address

4530 RICHMOND ROAD · CLEVELAND, OH · 44128

Phone

(800) 511-9172

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

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)

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

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