Original filing (PDF)20241015145811NAL0030061489001

CLB MANAGEMENT INC

Name: CLB MANAGEMENT INC — CLB 401(K), Form 5500 (2023)
Creator: CLB MANAGEMENT INC

Form 5500-SF

FILING_RECEIVED

CLB 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$25K

Net assets (EOY)

$25K

Plan health score

/ 100

Grade A

Top-tier plan health

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLB MANAGEMENT INC.

Plan sponsor

Name

CLB MANAGEMENT INC

EIN

36-4778427

Address

300 EAST 55TH STREET · NEW YORK, NY · 10022

Phone

(646) 928-5130

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-11-01

Tax period

2023-12-31

Filed

2024-10-15

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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