Original filing (PDF)20231011101410NAL0039704880001

Clarabridge, Inc.

Name: Clarabridge, Inc. — Clarabridge, Inc. Employees', Form 5500 (2022)
Creator: Clarabridge, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Clarabridge, Inc. Employees' Savings Trust

401(k) retirement plan · Clarabridge, Inc.'s Clarabridge, Inc. Employees' Savings Trust filed a Form 5500 for plan year 2022, with Fidelity as recordkeeper.

Signals · 3

1 failed disclosureLate filing · 5.8 moCorrective distributions issued

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Jeremy Johnson signed Clarabridge, Inc.'s 2022 Form 5500 as plan administrator.

Jeremy Johnson — 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

Clarabridge, Inc.'s EIN is 20-3768206.

EIN 20-3768206

Plan number 001

Plan year 2022

ACK ID 20231011101410NAL0039704880001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Clarabridge, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Clarabridge, Inc.'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 CLARABRIDGE, INC..

Finding similar companies…

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

1 Schedule C provider failed to disclose compensation.
Filed 5.8 months past the 10.5-month grace window.
Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

CLARABRIDGE, INC.

EIN

all filings

Address

11400 COMMERCE PARK DR SUITE 500 · RESTON, VA · 20191

Phone

(571) 299-1800

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-05-31

Filed

2023-10-11

Pension benefit codes

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$23K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE ASCENT GROUP LLC	86-3001816	—	ADVISOR	$45K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.