How big is CLD Partners, LLC's plan?

CLD Partners, LLC's plan reported $13.1M in assets and 57 participants for 2024.

Original filing (PDF)20250507084153NAL0010417249001

CLD Partners, LLC

Name: CLD Partners, LLC — CLD Partners 401(k) Plan, Form 5500 (2024)
Creator: CLD Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CLD Partners 401(k) Plan

401(k) retirement plan · CLD Partners, LLC's CLD Partners 401(k) Plan held $13.1M in plan assets for 57 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.1M

Net assets (EOY)

$13.1M

Plan identifiers

CLD Partners, LLC's EIN is 27-3850779.

EIN 27-3850779

Plan number 001

Plan year 2024

ACK ID 20250507084153NAL0010417249001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CLD Partners, LLC's plan includes profit-sharing, 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 CLD PARTNERS, LLC.

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Plan health score

Above-average plan

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off