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Original filing (PDF)20250328103504NAL0001130737001
CLEVERBRIDGE, INC.
Form 5500
FILING_RECEIVED
CLEVERBRIDGE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
58
Accounts w/ balance
93
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
How this plan invests
This plan
8 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLEVERBRIDGE, INC..
Plan sponsor
Name
CLEVERBRIDGE, INC.
EIN
20-4503251
Address
350 N CLARK · SUITE 700 · CHICAGO, IL · 606544782
Phone
(312) 922-8693
Industry
Professional & Technical Servicessee all
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
2025-03-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CASSELL PLAN AUDITS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | INVESTMENT ADVISORY | $19K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $14K | — |
Investments
21 direct securities · 8 pooled funds· $7.7M(100% of reported assets)
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.
Uncategorized
$5.7M
21 holdings
Common Collective Trust
$2.1M
7 holdings
Pooled Separate Account
$21K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $874K | 11.3% | |
| Vanguard Group Vanguard Equity Income Fund | — | — | — | $669K | 8.6% | |
| Vanguard Group Vanguard Developed Markets Index Fund | — | — | — | $658K | 8.5% | |
| JP Morgan Investment Management Large Cap Growth Fund | — | — | — | $633K | 8.2% | |
| Capital Research and Management American Funds New Perspective Fund | — | — | — | $618K | 8.0% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $536K | 6.9% | |
| Fidelity Management & Research Fidelity 500 Index Fund | — | — | — | $343K | 4.4% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $342K | 4.4% | |
| Vanguard Group Vanguard Mid-Cap Value Index Fund | — | — | — | $333K | 4.3% | |
| Vanguard Group Vanguard Mid-Cap Growth Index Fund | — | — | — | $329K | 4.3% | |
| Fidelity Management & Research Fidelity Mid Cap Index Fund | — | — | — | $314K | 4.1% | |
| Principal Life Insurance Company Principal Fixed Income Guaranteed Option | — | — | — | $260K | 3.4% | |
| JP Morgan Investment Management Core Plus Bond Fund | — | — | — | $246K | 3.2% | |
| Dimensional Fund Advisors DFA Inflation Protected Securities Fund | — | — | — | $246K | 3.2% | |
| Fidelity Management & Research Fidelity Small Cap Index Fund | — | — | — | $236K | 3.0% | |
| Dimensional Fund Advisors DFA US Large Company Fund | — | — | — | $212K | 2.7% | |
| Allspring Global Investments Allspring Special Small Cap Value Fund | — | — | — | $209K | 2.7% | |
| Vanguard Group Vanguard Explorer Fund | — | — | — | $201K | 2.6% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $131K | 1.7% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $95K | 1.2% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $63K | 0.8% | |
| Vanguard Group Vanguard Emerging Markets Stock Index | — | — | — | $62K | 0.8% | |
| Participants Notes receivable from participants (interest | — | — | — | $47K | 0.6% | |
| Dimensional Fund Advisors DFA Real Estate Securities Fund | — | — | — | $24K | 0.3% | |
| PIMCO International Bond Fund | — | — | — | $22K | 0.3% | |
| PRIN HIGH YIELD SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | — | $21K | 0.3% | |
| INTERNATIONAL GROWTH II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $10K | 0.1% | |
| (E) | — | — | $24K | $10K | 0.1% | |
| PIMCO Income Fund | — | — | — | $2K | <0.1% |
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