Stephanie Freeman signed CLEO Communications Holding, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CLEO Communications Holding, LLC's EIN is 45-4983187.
Download the official 2024 Form 5500 (PDF) for CLEO Communications Holding, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CLEO Communications Holding, LLC's plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $58K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AC FOCUS DYN GRTH R6 Mutual Fund | Other securities | — | — | $3.7M | 12.1% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $3.2M | 10.6% | |
| AF TRGT DATE 2030 R6 Mutual Fund | Other securities | — | — | $2.4M | 7.8% | |
| AF TRGT DATE 2045 R6 Mutual Fund | Other securities | — | — | $2.1M | 6.9% | |
| AF TRGT DATE 2035 R6 Mutual Fund | Other securities | — | — | $1.8M | 5.8% | |
| COL DIVIDEND INC I3 Mutual Fund | Common Stocks | — | — | $1.7M | 5.7% | |
| AF TRGT DATE 2040 R6 Mutual Fund | Other securities | — | — | $1.7M | 5.6% | |
| AF TRGT DATE 2055 R6 Mutual Fund | Other securities | — | — | $1.6M | 5.4% | |
| AF TRGT DATE 2050 R6 Mutual Fund | Other securities | — | — | $1.2M | 3.9% | |
| MFS MID CAP GRTH R6 Mutual Fund | Mutual Funds | — | — | $1.1M | 3.5% | |
| DODGE & COX INCOME X Mutual Fund | Mutual Funds | — | — | $1.0M | 3.4% | |
| WASATCH CORE GR INST Mutual Fund | Other securities | — | — | $927K | 3.0% | |
| AS SPL MID CP VAL R6 Mutual Fund | Other securities | — | — | $824K | 2.7% | |
| AF TRGT DATE 2060 R6 Mutual Fund | Other securities | — | — | $634K | 2.1% | |
| ROYCE SMCPSPLEQ IS Mutual Fund | Other securities | — | — | $606K | 2.0% | |
| MFS INTL EQUITY R6 Mutual Fund | Mutual Funds | — | — | $557K | 1.8% | |
| VANG MIDCAP IDX ADM Mutual Fund | Common Collective Trusts | — | — | $550K | 1.8% | |
| AF NEW WORLD R6 Mutual Fund | Other securities | — | — | $544K | 1.8% | |
| PGIM HIGH YIELD R6 Mutual Fund | Other securities | — | — | $541K | 1.8% | |
| CB INTL GRTH I Mutual Fund | Other securities | — | — | $528K | 1.7% | |
| FT BEHAV SM-CPEQ R6 Mutual Fund | Other securities | — | — | $461K | 1.5% | |
| AF TRGT DATE 2020 R6 Mutual Fund | Other securities | — | — | $437K | 1.4% | |
| J H GLB EQ INC N Mutual Fund | Common Stocks | — | — | $401K | 1.3% | |
| New York Life Anchor Account Pooled Separate Account | Pooled Separate Accounts | — | — | $341K | 1.1% | |
| STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $341K | 1.1% | |
| AF TRGT DATE 2010 R6 Mutual Fund | Other securities | — | — | $332K | 1.1% | |
| AF TRGT DATE 2065 R6 Mutual Fund | Other securities | — | — | $307K | 1.0% | |
| AF TRGT DATE 2025 R6 Mutual Fund | Other securities | — | — | $288K | 0.9% | |
| J H DEV WORLD BOND I Mutual Fund | Other securities | — | — | $214K | 0.7% | |
| Maturities through October 2029 - | Other securities | — | — | $183K | 0.6% | |
| FID TOTAL MKT IDX Mutual Fund | Common Collective Trusts | — | — | $106K | 0.3% | |
| EASTERLY GLB RE R6 Mutual Fund | Other securities | — | — | $89K | 0.3% | |
| FID TOTAL INTL IDX Mutual Fund | Common Collective Trusts | — | — | $18K | <0.1% | |
| FID GOVT MMKT K6 Mutual Fund | Mutual Funds | — | — | $4K | <0.1% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
