Barry Whited signed CL Enterprises, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CL Enterprises, LLC's EIN is 46-4384209.
Download the official 2024 Form 5500 (PDF) for CL Enterprises, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CL Enterprises, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $29K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $7.9M | 97.4% | |
| [Assets held in participant loans] | Other | — | — | $103K | 1.3% | |
| [Assets held in interest-bearing cash] | Other | — | — | $13K | 0.2% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FAIRCOURT PARTNERS LLC | — | CHICAGO, IL | INVESTMENT ADVISOR | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES INC | — | WHITE PLAINS, NY | CONTRACT ADMIN | $6K | — |
