Katrina Capelo signed Clements Fluids Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clements Fluids Management, LLC's EIN is 20-8059132.
Download the official 2024 Form 5500 (PDF) for Clements Fluids Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clements Fluids Management, LLC'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 |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION PLANNING CONSULTANTS, INC. | 85-0402842 | ALBUQUERQUE, NM | THIRD PARTY ADMINISTRATO | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ASCENSUS GROUP PENSION FUNDING | Common Stocks | — | — | $1.6M | 94.5% |
