How big is Cleverland Holdings, LLC's plan?

Cleverland Holdings, LLC's plan reported $11.2M in assets and 340 participants for 2024.

Original filing (PDF)20251015221112NAL0011690754001

Cleverland Holdings, LLC

Name: Cleverland Holdings, LLC — Embrace Pet Insurance, Form 5500 (2024)
Creator: Cleverland Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Embrace Pet Insurance 401(k) Plan

401(k) retirement plan · Cleverland Holdings, LLC's Embrace Pet Insurance 401(k) Plan held $11.2M in plan assets for 340 participants in 2024.

Signals · 1

No auditor on file

Active participants

340

Accounts w/ balance

434

Plan assets (EOY)

$11.2M

Net assets (EOY)

$11.2M

People on this filing

Sammi-JO Nevin signed Cleverland Holdings, LLC's 2024 Form 5500 as plan administrator.

Sammi-JO Nevin — 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

Cleverland Holdings, LLC's EIN is 20-1804371.

EIN 20-1804371

Plan number 003

Plan year 2024

ACK ID 20251015221112NAL0011690754001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cleverland Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLEVERLAND HOLDINGS, 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