Colleen Kroeten signed Cloudreach, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cloudreach, Inc.'s EIN is 46-5416414.
Download the official 2024 Form 5500 (PDF) for Cloudreach, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cloudreach, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | FORT WAYNE, IN | SERVICE PROVIDER | $33K | — |
| ABAR RETIREMENT PLAN SERVICES | 46-5416414 | WHIPPANY, NJ | TPA | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $12.1M | 95.6% | |
| LINCOLN NEW YORK SEPARATE ACCT 401 LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK · EIN 22-0832760 / PN 401 | Pooled Separate Account | — | — | $12.1M | 95.6% |
| CETERA ADVISORS LLC/MARC B LEVY |
| 84-0858799 |
| EL SEGUNDO, CA |
| SERVICE PROVIDER |
| $49K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PKF OCONNOR DAVIES LLP | — | DEPTFORD, NJ | ACCOUNTING | $18K | — |
