Gabrielle Meyer signed Cleverbridge, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cleverbridge, Inc.'s EIN is 20-4503251.
Download the official 2024 Form 5500 (PDF) for Cleverbridge, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cleverbridge, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | INVESTMENT ADVISORY | $19K | — |
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.
| PI | % 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 | Mutual Funds | — | — | $669K | 8.6% | |
| Vanguard Group Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $658K | 8.5% | |
| JP Morgan Investment Management Large Cap Growth Fund | Other securities | — | — | $633K | 8.2% | |
| Capital Research and Management American Funds New Perspective Fund | Mutual Funds | — | — | $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 | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $333K | 4.3% | |
| Vanguard Group Vanguard Mid-Cap Growth Index Fund | Common Collective Trusts | — | — | $329K | 4.3% | |
| Fidelity Management & Research Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $314K | 4.1% | |
| Principal Life Insurance Company Principal Fixed Income Guaranteed Option | Common Stocks | — | — | $260K | 3.4% | |
| JP Morgan Investment Management Core Plus Bond Fund | Other securities | — | — | $246K | 3.2% | |
| Dimensional Fund Advisors DFA Inflation Protected Securities Fund | Mutual Funds | — | — | $246K | 3.2% | |
| Fidelity Management & Research Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $236K | 3.0% | |
| Dimensional Fund Advisors DFA US Large Company Fund | Mutual Funds | — | — | $212K | 2.7% | |
| Allspring Global Investments Allspring Special Small Cap Value Fund | Other securities | — | — | $209K | 2.7% | |
| Vanguard Group Vanguard Explorer Fund | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $62K | 0.8% | |
| Participants Notes receivable from participants (interest | Other securities | — | — | $47K | 0.6% | |
| Dimensional Fund Advisors DFA Real Estate Securities Fund | Mutual Funds | — | — | $24K | 0.3% | |
| PIMCO International Bond Fund | Mutual Funds | — | — | $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) | Other securities | — | $24K | $10K | 0.1% | |
| PIMCO Income Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
